Landmark Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
95 Broadhollow Rd Ste 102, Melville, New...Phone Number
(631) 923-2485Website
www.landmarkwealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Landmark Wealth Management
Landmark Wealth Management, LLC is an independent Fee Only U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor based in Melville, New York. The firm specializes in comprehensive financial planning and investment management services tailored for individuals, families, small business owners, and charitable foundations. They prioritize a fiduciary standard, ensuring that clients' interests are placed above their own, and focus on cost-effective investment solutions. Landmark Wealth Management operates multiple conference centers across New York and Florida to better serve their clients.Explore more
Landmark Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Landmark Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Landmark Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Landmark Wealth Management.
Landmark Wealth Management Tech Stack
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Landmark Wealth Management, LLC is an independent Fee Only U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor based in Melville, New York. The firm specializes in comprehensive financial planning and investment management services tailored for individuals, families, small business owners, and charitable foundations. They pr... Read More
