Investmark Advisory is an investment advisor in Shelton with $653.48 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
814468421
SEC advisor number
801-76505
FINRA CRD number
121060
AUM ?
$712.46 mm
(as of 5 Mar 24)
Accounts
1,788
(as of 5 Mar 24)
Employees
10
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 May 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22