INVESTMARK ADVISORY GROUP LLC
SEC RegisteredThe Direction of Wealth
About the firm
Investmark Advisory Group is a wealth management firm that has been helping individuals, families, and corporations for 40 years. The firm offers focused, personalized solutions from experienced financial professionals, including comprehensive financial, retirement, and business planning. Their approach is client-centered, providing concierge-level service aimed at giving direction and meaning to clients' wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, retirement planning, business planning, strategic asset management for automotive dealers' reinsurance companies, insurance, healthcare planning, estate planning, tax advice, and education planning for children.
Who they serve
Individuals, families, corporations, business owners, and automotive professionals (specifically automotive dealers' reinsurance companies).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 373 | $142M |
| High Net Worth Individuals | 225 | $674M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INVESTMARK ADVISORY GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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