Vestmark Advisory Solutions, Inc.

RIASEC RegisteredEst. 2018
Total AUM
$49.9B
Discretionary
$15.8B
32% of AUM
Avg account
$593K
Accounts
84,069
Employees
33
Advisory reps
13

Firm details

Headquarters
Wakefield, Massachusetts
CRD number
221518
Registered since
September 28, 2018
Custodians
UBS FINANCIAL SERVICES INC., CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vestmark Advisory Solutions, Inc. is an independent, SEC-registered advisory corporation that primarily serves individual and family clients through fee-based portfolio management. The firm operates on a percentage-of-AUM fee model and reports advisory activity focused on portfolio management for individuals and small businesses. The firm identifies as an active ESG investor and lists itself as a corporation formed under domestic ownership; its SEC registration dates to 2018. Vestmark positions itself as a multi-account manager using pooled public funds and separate account strategies; its regulatory disclosures show the firm does not act as a capital allocator or pension consultant and has no related adviser relationships flagged in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 34%, Cash & Cash Equivalents 2%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Conor Daly

    Chief Legal OfficerCRD 8245651

  • Denise Adamczyk

    Denise Adamczyk

    Chief Compliance OfficerCRD 2859934

Contacts

3 of 11
  • Brian Overton

    Brian Overton

    Senior Advisory ConsultantCRD 4295892

  • Tristan Benoit

    Tristan Benoit

    Advisory ConsultantCRD 5034436

  • Maral Boyadjian

    SVPCRD 6487996

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 658

Active vs passive

$7.8B in ETFs

Passive

60%

$4.6B

Active

34%

$3.1B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$298M806,0523.84%

Location

Primary office

Wakefield, MA

Middlesex

Location

Wakefield, MA

Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
100 Quannapowitt Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth