SENIORMARK, LLC

Overview

Seniormark, LLC operates primarily as an insurance broker that also manages discretionary client assets under a percentage-of-AUM fee model. The firm is small in scale and appears to combine insurance distribution with investment management services, which suggests client work centered on retirement readiness, income planning and protection strategies where insurance products are a core offering. Regulatory reporting shows the adviser does not position itself as an ESG investor, and it is not listed as a multi-state adviser or capital allocator, indicating a focused, localized practice rather than broad institutional asset sourcing. The firm’s structure—an individual-owner limited liability company—points to a boutique practice setup. With discretionary authority over the assets it reports, Seniormark likely implements model or third-party-managed portfolios alongside proprietary or white-labeled insurance solutions, instead of running large-scale active asset-allocation teams.

Assets & Accounts

Location & Offices