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| Keyboard |
| Lifemark Securities Corp
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|---|---|
| CRD # | 16204 |
| SEC # | 801-68438 |
| CIK # | |
| AUM | 424.9 M (2026-03-09) |
| Employees | 78 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-424-5672 |
| Address | 400 West Metro Park Rochester, NY 14623 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 986 | 247.1 |
| (b) Individuals (high net worth individuals) | 67 | 177.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 424.9 |
| By Discretionary | ||
| Discretionary | 1,053 | 424.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,053 | 424.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.9 | |
| Total | 1,053 | 424.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 380 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quad-Cities Investment Group LLC
✚
|
IA | 425.5 M |
|
Buttonwood Wealth LLC
✚
|
VA | 425.3 M |
|
Trinity Wealth Management LLC
✚
|
PA | 425.2 M |
|
Macdougall Financial Counseling
✚
|
PA | 424.8 M |
|
Syrios Wealth Management Group Inc
✚
|
CA | 424.6 M |
|
Mascagni Wealth Management Inc
✚
|
MS | 424.5 M |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 424.4 M |
|
Blackdiamond Wealth Management LLC
✚
|
NY | 424.0 M |
|
First City Capital Management Inc
✚
|
GA | 423.7 M |
|
Castle Coast Wealth LLC
✚
|
CA | 423.7 M |