Investmark Advisory Group LLC
Shelton, CT·SEC-registered · CRD #121060
Investmark Advisory Group LLC is an SEC-registered investment advisory firm in Shelton, CT managing $930M across 2.0k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$930M
Client accounts
2.0k
Advisory staff
10
Fee model
Fee-based
How Investmark Advisory Group LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Investmark Advisory Group LLC
How much does Investmark Advisory Group LLC manage?
Per its most recent SEC Form ADV filing (03/05/2026), Investmark Advisory Group LLC reports $930M in regulatory assets under management across roughly 2.0k client accounts.
How does Investmark Advisory Group LLC charge?
Investmark Advisory Group LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Investmark Advisory Group LLC a fiduciary?
Yes. Investmark Advisory Group LLC is registered with the U.S. Securities and Exchange Commission (CRD #121060), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Investmark Advisory Group LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Investmark Advisory Group LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Shelton, CT
Profile compiled from Investmark Advisory Group LLC's public SEC Form ADV filing (CRD #121060, filed 03/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Investmark Advisory Group LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Investmark Advisory Group LLC? Claim this profile.