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).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    1,319
    ACCOUNTS
  • Average Account Value
    $247,759
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, ME, NH, NJ, NY, SC, TX, VT

Financial Advisors at Investmark Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Mahoney
CRD#: 4606032
180 Glatonbury Boulevard, Suite 400, Glastonbury, CT 06033
93
Wealthminder
score

James Mahoney (CRD# 4606032) is an Investment Advisor Representative working at Investmark Advisory Services, Inc. in Glastonbury, CT and has over 13 years of experience in the finance industry.

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