|
⚲
|
| Vestmark Advisory Solutions Inc
✚
|
|
|---|---|
| CRD # | 221518 |
| SEC # | 801-114077 |
| CIK # | 0001736982 |
| AUM | $49.9 B (2026-03-30) |
| Employees | 33 (76% Investors, 0% Brokers) |
| Phone | 888-355-0477 |
| Address | 100 Quannapowitt Pkwy Wakefield, MA 01880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001736982 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84,069 | 49.9 |
| (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 | 84,069 | 49.9 |
| By Discretionary | ||
| Discretionary | 39,398 | 15.8 |
| Non-Discretionary | 44,671 | 34.1 |
| Total | 84,069 | 49.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 49.3 | |
| Total | 84,069 | 49.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001736982] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Command Advisory Services
✚
|
TX | 24.4 |
|
Thrivent Investment Management Inc
✚
|
MN | 20.8 |
|
RWA Wealth Partners LLC
✚
|
MA | 19.8 |
|
PFS Investments Inc
✚
|
GA | 15.5 |
|
Acorns Advisers LLC
✚
|
CA | 13.4 |
|
Vontobel Swiss Financial Advisers AG
✚
|
11.9 | |
|
Vanguard Personalized Indexing Management
✚
|
CA | 11.4 |
|
Apella Capital LLC
✚
|
CT | 11.1 |
|
Facet Wealth Inc
✚
|
FL | 6.0 |
|
Evanson Asset Management LLC
✚
|
5.9 |