Daymark Wealth Partners is an investment advisor in Cincinnati with $907.81 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
882642047
SEC advisor number
801-124936
FINRA CRD number
320878
AUM ?
$2.50 bn
(as of 30 Apr 24)
Accounts
4,219
(as of 30 Apr 24)
Employees
26
(16 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23