Investmark Advisory Group LLC

Investmark Advisory Group LLC (CRD# 121060) is a financial advisory firm headquartered in Shelton, CT. They manage $712,457,504 in 1,788 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
3 Enterprise Drive, Fourth Floor, Shelton, CT 06484
https://twitter.com/iag_advisory
By the Numbers
  • Total Assets Under Management
    712
    MILLION
  • Total Number of Accounts
    1,788
    ACCOUNTS
  • Average Account Value
    $398,466
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
The map below shows states where this firm has explicit registration only.

CT, FL, GA, LA, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA, VT

Financial Advisors at Investmark Advisory Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Victor Catalano, financial advisor Monroe CT
Victor G. Catalano
CRD#: 43237
324 Elm Street, Monroe, CT 06468

Victor Catalano (CRD# 43237) is an Investment Advisor Representative working at Investmark Advisory Group LLC in Monroe, CT and has 1 year of experience in the finance industry.

2
James Mahoney, financial advisor Glastonbury CT
James Mahoney
CRD#: 4606032
180 Glatonbury Boulevard, Suite 400, Glastonbury, CT 06033

James Mahoney (CRD# 4606032) is an Investment Advisor Representative working at Investmark Advisory Group LLC in Glastonbury, CT and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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