Clearmark Partners, LLC
Clearmark Partners, LLC (CRD# 286482) is a financial advisory firm headquartered in Hicksville, NY. They manage $471,879,409 in 4 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management472MILLION
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$117,969,852
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX
Financial Advisors at Clearmark Partners, LLC
No Advisor Found.
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