Unclaimed Profile

Marc Joseph Ortiz

LANDMARK INVESTMENT PARTNERS, L.P.·WEST PALM BEACH, Florida

Clean recordLANDMARK INVESTMENT PARTNERS, L.P.

515 NORTH FLAGLER DRIVE, WEST PALM BEACH, FL 33401CRD# 5380719Firm CRD# 329543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Joseph Ortiz · WEST PALM BEACH, FL

Registration

CRD #5380719 · LANDMARK INVESTMENT PARTNERS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc Joseph Ortiz is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with LANDMARK INVESTMENT PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LANDMARK INVESTMENT PARTNERS, L.P.

AUM

$916M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LANDMARK INVESTMENT PARTNERS, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5380719

Firm CRD# 329543

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc Joseph Ortiz offer?

Marc Joseph Ortiz specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Marc Joseph Ortiz's credentials?

Marc Joseph Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Joseph Ortiz located?

Marc Joseph Ortiz is based in WEST PALM BEACH, Florida, working with LANDMARK INVESTMENT PARTNERS, L.P.. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Marc Joseph Ortiz charge for services?

Marc Joseph Ortiz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANDMARK INVESTMENT PARTNERS, L.P.?

LANDMARK INVESTMENT PARTNERS, L.P. has approximately 5 employees and manages $916M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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