INVESTMARK ADVISORY GROUP LLC

SHELTON, Connecticut·4 registered advisors·CRD# 121060

SEC# 801-765054203-953-3777

01

Firm Overview

AUM

$712M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at INVESTMARK ADVISORY GROUP LLC

4 registered advisors

Jay Marc Diamond

SHELTON, Connecticut

Michael Christopher Kusick

SHELTON, Connecticut

Nicholas Thomas Christie

SHELTON, Connecticut

Scott K Williams

SHELTON, Connecticut

05

Office Locations

SHELTON, Connecticut

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Data sourced from SEC Form ADV filings. INVESTMARK ADVISORY GROUP LLC (CRD# 121060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.