Investmark Advisory Group LLC
● SEC registered since 2012CRD 121060SEC# 801-76505Shelton, CT
Reg. AUM
$929.7M
Employees
10
Accounts
2,048
Location
Shelton, CT
Investmark Advisory Group LLC assets under management
Investmark Advisory Group LLC is an SEC-registered investment adviser based in Shelton, CT. The firm has been registered since 2012. It reports $929.7 million in regulatory assets under management and employs 10 people.
Investmark Advisory Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Marc Diamond Control | Member | 25-50% | 2016 |
| Michael Christopher Kusick Control | Managing Member | 25-50% | 2016 |
| Nicholas Thomas Christie Control | Member | 10-25% | 2016 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Investmark Advisory Group LLC manage?
Investmark Advisory Group LLC reports $929.7 million in regulatory assets under management on its Form ADV.
How many employees does Investmark Advisory Group LLC have?
Investmark Advisory Group LLC reports 10 employees.
Where is Investmark Advisory Group LLC located?
Investmark Advisory Group LLC is based in Shelton, CT and has been SEC-registered since 2012.
Does Investmark Advisory Group LLC disclose fund performance?
Investmark Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Enterprise Drive, Fourth Floor, Shelton, CT 06484 |
| Phone | 203-953-3777 |
| Fax | 203-386-8300 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$929.7M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$929.7Mregulatory AUM
Discretionary $929.7M