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Lifemark Securities Corp.
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Overview Share
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Rochester, New York
$167.7 million AUM
51 offices

Lifemark Securities Corp. is based in Rochester, New York and has $167.7 million in assets under management.

Location
400 West Metro Financial Center
Rochester, NY 14623
$167.7 million
AUM
72
Employees
AUM Share
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$167,669,898
Assets under management
1,015 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,015 $167,669,898 100% $165,192
Employees Share
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72
Employees
72
Investment analysts
100% of total employees
AUM per employee Share
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$167,669,898
Assets under management
$2,328,749
AUM per employee
$2,328,749
AUM per investment analyst
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Compensation

Lifemark Securities Corp. makes money through the following ways:

  • Percentage of AUM
Services offered

Lifemark Securities Corp. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Business activities
  • Broker-dealer
Firm data Share
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CRD number 16,204
SEC number 801-68438
Legal structure Corporation
Legal governance New York, United States
Latest ADV filing date May 15, 2020

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