Landmark Equity Advisors LLC

Landmark Equity Advisors LLC (CRD# 108543) is a financial advisory firm headquartered in Simsbury, CT. They manage $6,846,374,954 in 34 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,846
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $201,363,969
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

CT, FL, MA, TX

Financial Advisors at Landmark Equity Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ian H. Charles
CRD#: 4602704
3889 Maple Avenue, 6th Floor, Dallas, TX 75219
90
Wealthminder
score

Ian Charles (CRD# 4602704) is an Investment Advisor Representative working at Landmark Equity Advisors LLC in Dallas, TX and has over 13 years of experience in the finance industry.

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