PLACEMARK INVESTMENTS, INC.

ADDISON, Texas·1 registered advisor·CRD# 114680
SEC# 801-60471972-404-8100
01

Firm Overview

AUM
$15.7B
Regulatory assets under management
Employees
100
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PLACEMARK INVESTMENTS, INC.

1 registered advisor
Richard Kevin Dion
ADDISON, Texas
05

Office Locations

ADDISON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. PLACEMARK INVESTMENTS, INC. (CRD# 114680) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.