LANDMARK INVESTMENT PARTNERS, L.P.

WEST PALM BEACH, Florida·2 registered advisors·CRD# 329543
SEC# 801-1295150561-210-3331
01

Firm Overview

AUM
$916M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at LANDMARK INVESTMENT PARTNERS, L.P.

2 registered advisors
Marc Joseph Ortiz
WEST PALM BEACH, Florida
Steven Louis Frankel
WEST PALM BEACH, Florida
05

Office Locations

WEST PALM BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. LANDMARK INVESTMENT PARTNERS, L.P. (CRD# 329543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.