|
⚲
|
| Lifemark Securities Corp
✚
|
|
|---|---|
| CRD # | 16204 |
| SEC # | 801-68438 |
| CIK # | |
| AUM | $424.9 M (2026-03-09) |
| Employees | 78 (100% Investors, 100% Brokers) |
| Phone | 585-424-5672 |
| Address | 400 West Metro Park Rochester, NY 14623 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 986 | 247.1 |
| (b) Individuals (high net worth individuals) | 67 | 177.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 424.9 |
| By Discretionary | ||
| Discretionary | 1,053 | 424.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,053 | 424.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.9 | |
| Total | 1,053 | 424.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.4 |
|
Buttonwood Wealth LLC
✚
|
VA | 0.4 |
|
Trinity Wealth Management LLC
✚
|
PA | 0.4 |
|
Macdougall Financial Counseling
✚
|
PA | 0.4 |
|
Syrios Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Mascagni Wealth Management Inc
✚
|
MS | 0.4 |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 0.4 |
|
Blackdiamond Wealth Management LLC
✚
|
NY | 0.4 |
|
First City Capital Management Inc
✚
|
GA | 0.4 |
|
Castle Coast Wealth LLC
✚
|
CA | 0.4 |