Investmark Advisory Services, Inc.
Investmark Advisory Services, Inc. (CRD# 121060) is a financial advisory firm headquartered in Stratford, CT. They manage $326,794,000 in 1,319 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management327MILLION
Total Number of Accounts1,319ACCOUNTS
Average Account Value$247,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, LA, MA, ME, NH, NJ, NY, SC, TX, VT
James Mahoney (CRD# 4606032) is an Investment Advisor Representative working at Investmark Advisory Services, Inc. in Glastonbury, CT and has over 15 years of experience in the finance industry.