Assets Under Management
$461.5M
Number of Clients
1,434
Number of Advisors
84
Average Client AUM
$322K
AUM per Advisor
$5.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
LifeMark Securities Corp. provides investment advisory services through various programs (UMA, SMA, FSP, APM, TAMP), financial planning and consulting, and retirement plan advisory services. IARs meet with clients to determine suitability before engaging in services.
400 West Metro Park, Rochester, NY, 14623