Investmark Advisory Group

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

3 Enterprise Dr Ste 401, Shelton, Connec...

Phone Number

(203) 953-3777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
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1

About Investmark Advisory Group

Investmark Advisory Group, based in Shelton, CT, offers a unique approach to wealth management, focusing on personalized solutions for individuals, families, and businesses. With over 40 years of experience, they provide comprehensive financial, retirement, and business planning services tailored to their clients' goals. Their dedicated team aims to give meaning to wealth, ensuring clients can pursue their passions and achieve their dreams. Investmark also specializes in strategic asset management for automotive professionals, emphasizing a client-centered experience and concierge-level service.Explore more
Investmark Advisory Group's Social MediaPopular SearchesInvestmark Advisory Group LLCInvestmark Advisory GroupInvestmark Financial ServicesInvestmark IncInvestmark FinancialSIC Code 62,628NAICS Code 52,523Show more

Investmark Advisory Group Org Chart

MK
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Chief Executive Officer

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NC
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Chief Operating Officer & Chief Investment Of...

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JD
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Managing Principal, Senior Financial Advisor

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DG
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Wealth Management Coordinator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Investmark Advisory Group

<$5M
11-50
Private
<$5M
1984
$7.5M
11-50
Private
-
2021
LD
Leanne DraytonChief Compliance Officer
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
-
2014
SW
Sandi WanatClient Relationship Manager
<$5M
1-10
Private
-
1988
DP
Darin PierceFinancial Partner & President
<$5M
1-10
Private
-
2002
AP
Amy PabonOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Investmark Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Investmark Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Investmark Advisory Group.

Investmark Advisory Group financials insights

Gather financial insights about Investmark Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Investmark Advisory Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Investmark Advisory Group

What is Investmark Advisory Group's official website?
Investmark Advisory Group's official website is www.investmark.net
What is Investmark Advisory Group's Revenue?
Investmark Advisory Group's revenue is <$5 Million
What is Investmark Advisory Group's SIC code?
Investmark Advisory Group's SIC: 62,628
What is Investmark Advisory Group's NAICS code?
Investmark Advisory Group's NAICS: 52,523
How many employees does Investmark Advisory Group have?
Investmark Advisory Group has 11-50 employees
What industry does Investmark Advisory Group belong to?
Investmark Advisory Group is in the industry of: Finance, Securities Trading
What is Investmark Advisory Group competition?
Investmark Advisory Group top competitors include: Andrews DeMartino Wealth Strategies Firm, Sunrise Wealth Partners, WealthSpring, The Pinnacle Financial Group
What technology does Investmark Advisory Group use?
Some of the popular technologies that Investmark Advisory Group uses are: DocuSign, Cloudflare Website Optimization, Datadog, Vimeo
How do I contact Investmark Advisory Group?
Investmark Advisory Group contact info: Phone number: (203) 953-3777 Website: www.investmark.net
What does Investmark Advisory Group do?

Investmark Advisory Group, based in Shelton, CT, offers a unique approach to wealth management, focusing on personalized solutions for individuals, families, and businesses. With over 40 years of experience, they provide comprehensive financial, retirement, and business planning services tailored to their clients' goals. Their dedicated team aims t... o give meaning to wealth, ensuring clients can pursue their passions and achieve their dreams. Investmark also specializes in strategic asset management for automotive professionals, emphasizing a client-centered experience and concierge-level service.Read More

What are Investmark Advisory Group social media links?
Investmark Advisory Group Linkedin page Investmark Advisory Group Twitter page Investmark Advisory Group Facebook page
Is Investmark Advisory Group a public company?
Investmark Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Investmark Advisory Group

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