Investmark Advisory Group LLC

Investmark Advisory Group LLC (CRD# 121060) is a financial advisory firm headquartered in Stratford, CT. They manage $368,000,000 in 1,234 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    1,234
    ACCOUNTS
  • Average Account Value
    $298,217
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, PA, SC, TX, VT

Financial Advisors at Investmark Advisory Group LLC
Showing 1 - 2 of 2 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 Group LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.

2
Victor G. Catalano
CRD#: 43237
324 Elm Street, Monroe, CT 06468
90
Wealthminder
score

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.

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