Vestmark Advisory Solutions, Inc.

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.

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Public Holdings

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Location & Offices