Investmark Advisory Group LLC

$929.7MAssets under management
as of Mar 2026 · SEC Form ADV
Shelton, CT
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No one at Investmark Advisory Group LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $544M held · filed Mar 2024
SEI
Per Form ADV · $181M held · filed Mar 2024