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| Happy Holidays!! thanks for using AUM13F!! |
| Lifemark Securities Corp
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| CRD # | 16204 |
| SEC # | 801-68438 |
| CIK # | |
| AUM | $461.5 M (2025-03-28) |
| Employees | 88 (100% Investors, 100% Brokers) |
| Phone | 585-424-5672 |
| Address | 400 West Metro Park Rochester, NY 14623 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,391 | 334.6 |
| (b) Individuals (high net worth individuals) | 43 | 126.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,021 | 461.5 |
| By Discretionary | ||
| Discretionary | 2,021 | 461.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,021 | 461.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 461.5 | |
| Total | 2,021 | 461.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navigate Private Wealth LLC
✚
|
UT | 0.5 |
|
Prism Advisors Inc
✚
|
CA | 0.5 |
|
Autopilot Advisers LLC
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|
NY | 0.5 |
|
Oakwell Private Wealth Management LLC
✚
|
TX | 0.5 |
|
Aquire Wealth Advisors LLC
✚
|
UT | 0.5 |
|
Pinnacle Wealth Advisors Inc
✚
|
OR | 0.5 |
|
Synergy Investment Management LLC
✚
|
FL | 0.5 |
|
Evergreen Wealth Solutions LLC
✚
|
PA | 0.5 |
|
ACT Wealth Management LLC
✚
|
TX | 0.5 |
|
van Leeuwen & Associates Inc
✚
|
KY | 0.5 |