Landmark Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

115 E 69th St, New York City, New York, ...

Phone Number

(212) 794-6060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
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1
1
1
1

About Landmark Management

Landmark Management, LLC, is a fee-only SEC-registered investment adviser serving a small, select group of very high net worth individual and family clients. For over 20 years, Landmark has been dedicated to the goal of providing objective, institutional-quality advisory services and access to the best available talent to meet each client's investment needs. The company employ a highly personalized approach based on open, honest communication and a deep understanding of each client's long-term financial objectives, with the ultimate goal of becoming a trusted advisor to multiple generations of the company's client families.Explore more
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Landmark Management Org Chart

PhoneEmail
ML
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Head Managing Director, Investment Research

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KT
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Managing Director

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BC
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Partner, Director of Tax

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SW
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Partner, Director of Finance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Landmark Management

<$5M
1-10
Private
-
1991
ML
Michael LimaHead Managing Director, Investment Research
$6.1M
1-10
Private
-
2006
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2013
CL
Charles LopezBusiness Development Head (Asia)
<$5M
1-10
Private
-
2013
IR
Isaiah RealCertified Financial Planner & A Wealth Management Advisor
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
2014
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Company Profile Activity

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Low Activity

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Activity Insights

Landmark Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Landmark Management Tech Stack

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Frequently Asked Questions Regarding Landmark Management

What is Landmark Management's official website?
Landmark Management's official website is www.landmark-mgmt.com
What is Landmark Management's Revenue?
Landmark Management's revenue is <$5 Million
What is Landmark Management's SIC code?
Landmark Management's SIC: 62,628
What is Landmark Management's NAICS code?
Landmark Management's NAICS: 52,523
How many employees does Landmark Management have?
Landmark Management has 1-10 employees
What industry does Landmark Management belong to?
Landmark Management is in the industry of: Finance, Securities Trading
What is Landmark Management competition?
Landmark Management top competitors include: Steward Family Office, Laguna Wealth Advisors, The Holben Group, HC Financial Advisors
What technology does Landmark Management use?
Some of the popular technologies that Landmark Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Landmark Management?
Landmark Management contact info: Phone number: (212) 794-6060 Website: www.landmark-mgmt.com
What does Landmark Management do?

Landmark Management, LLC, is a fee-only SEC-registered investment adviser serving a small, select group of very high net worth individual and family clients. For over 20 years, Landmark has been dedicated to the goal of providing objective, institutional-quality advisory services and access to the best available talent to meet each client's investm... ent needs. The company employ a highly personalized approach based on open, honest communication and a deep understanding of each client's long-term financial objectives, with the ultimate goal of becoming a trusted advisor to multiple generations of the company's client families.Read More

Is Landmark Management a public company?
Landmark Management is private company therefore does not currently have an official ticker symbol
See more information about Landmark Management

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