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| Vestmark Advisory Solutions Inc
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| |
|---|---|
| CRD # | 221518 |
| SEC # | 801-114077 |
| CIK # | 0001736982 |
| AUM | $5.6 BB (2024-03-28) |
| Employees | 27 (78% Investors, 0% Brokers) |
| Phone | 888-355-0477 |
| Address | 100 Quannapowitt Pkwy Wakefield, MA 01880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TSLA | 723.4 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| ROKU | 12.1 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19,491 | 5.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 19,491 | 5.6 |
| By Discretionary | ||
| Discretionary | 17,238 | 3.7 |
| Non-Discretionary | 2,253 | 2.0 |
| Total | 19,491 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 5.4 | |
| Total | 19,491 | 5.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001736982] |
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|---|---|---|
|
PFS Investments Inc
✚
|
GA | 8.5 |
|
Acorns Advisers LLC
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|
CA | 8.2 |
|
Evanson Asset Management LLC
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CA | 4.8 |
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Vanguard Personalized Indexing Management
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RPOA Advisors Inc
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TX | 3.6 |
|
Facet Wealth Inc
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MD | 3.5 |
|
Apella Capital LLC
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CT | 3.3 |
|
Klingman and Associates LLC
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|
NY | 3.3 |
|
Connecticut Wealth Management LLC
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|
CT | 3.2 |
|
Sigfig Wealth Management LLC
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|
CA | 2.8 |