Lifemark Securities Corp.
Lifemark Securities Corp. is an SEC-registered mass-market adviser in Rochester, NY with $424.9M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Lifemark Securities Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 16204, SEC 801-68438, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $424.9M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Rochester, NY
- Employees
- 78
- Clients
- 1,053
- CRD
- 16204
- Ownership
- PRISCO, JAMES JOSEPH; MICCICHE, VINCENT JR; KALINOWSKI, ANDREW JOSEPH; VANDUSEN, GEORGE CROSS III; PRIEST, MARK JAMES
How much AUM does Lifemark Securities Corp. have?
Lifemark Securities Corp. reported $424.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Lifemark Securities Corp.?
Disclosed owners and executives of Lifemark Securities Corp. include PRISCO, JAMES JOSEPH, MICCICHE, VINCENT JR, KALINOWSKI, ANDREW JOSEPH, VANDUSEN, GEORGE CROSS III, PRIEST, MARK JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.