INVESTMARK ADVISORY GROUP LLC
CRD #121060 SEC #801-76505 SHELTON, CT 203-953-3777
SEC Registered Disclosures
Total AUM
$812.2M
Discretionary
$812.2M
Employees
10
Clients
251
Accounts
1,863
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $812.2M | $812.2M | $0 | 10 | 0 |
| Nov 2025 | $812.2M | $812.2M | $0 | 10 | 0 |
| Apr 2025 | $812.2M | $812.2M | $0 | 10 | 0 |
| Mar 2025 | $812.2M | $812.2M | $0 | 10 | 0 |
| Mar 2025 | $812.2M | $812.2M | $0 | 10 | 0 |
| Mar 2024 | $712.5M | $712.5M | $0 | 10 | 0 |
| Feb 2024 | $623.2M | $623.2M | $0 | 10 | 0 |
| Oct 2023 | $623.2M | $623.2M | $0 | 10 | 0 |
| Oct 2023 | $623.2M | $623.2M | $0 | 10 | 0 |
| Mar 2023 | $623.2M | $623.2M | $0 | 10 | 0 |
| Feb 2023 | $623.2M | $623.2M | $0 | 10 | 0 |
| Oct 2022 | $653.5M | $653.5M | $0 | 10 | 0 |
| Mar 2022 | $653.5M | $653.5M | $0 | 10 | 0 |
| Mar 2022 | $653.5M | $653.5M | $0 | 10 | 0 |
| Jan 2022 | $541.7M | $541.7M | $0 | 10 | 0 |
| Aug 2021 | $541.7M | $541.7M | $0 | 10 | 0 |
| Jul 2021 | $541.7M | $541.7M | $0 | 10 | 0 |
| Mar 2021 | $541.7M | $541.7M | $0 | 10 | 0 |
| Feb 2021 | $541.7M | $541.7M | $0 | 10 | 0 |
| Nov 2020 | $459.3M | $459.3M | $0 | 10 | 0 |
| Sep 2020 | $459.3M | $459.3M | $0 | 10 | 0 |
| Jun 2020 | $459.3M | $459.3M | $0 | 10 | 0 |
| Jun 2020 | $459.3M | $459.3M | $0 | 10 | 0 |
| May 2020 | $459.3M | $459.3M | $0 | 10 | 0 |
| Mar 2020 | $459.3M | $459.3M | $0 | 10 | 0 |
| Jan 2020 | $392.2M | $392.2M | $0 | 8 | 3 |
| Nov 2019 | $392.2M | $392.2M | $0 | 8 | 3 |
| Apr 2019 | $392.2M | $392.2M | $0 | 8 | 3 |
| Mar 2019 | $392.2M | $392.2M | $0 | 8 | 3 |
| Jul 2018 | $445M | $445M | $0 | 12 | 0 |
| May 2018 | $445M | $445M | $0 | 12 | 0 |
| Apr 2018 | $445M | $445M | $0 | 12 | 0 |
| Sep 2017 | $368M | $368M | $0 | 12 | 500 |
| Jun 2017 | $368M | $368M | $0 | 12 | 500 |
| Apr 2017 | $368M | $368M | $0 | 12 | 500 |
| Apr 2017 | $368M | $368M | $0 | 12 | 500 |
| Mar 2017 | $308M | $308M | $0 | 12 | 500 |
| Jan 2017 | $326.8M | $326.8M | $0 | 14 | 500 |
| Jan 2017 | $326.8M | $326.8M | $0 | 14 | 500 |
| Nov 2016 | $326.8M | $326.8M | $0 | 14 | 500 |
| Apr 2016 | $326.8M | $326.8M | $0 | 14 | 500 |
| Apr 2016 | $326.8M | $326.8M | $0 | 14 | 500 |
| Mar 2016 | $326.8M | $326.8M | $0 | 14 | 500 |
| Oct 2015 | $308M | $308M | $0 | 14 | 500 |
| Jul 2015 | $308M | $308M | $0 | 14 | 500 |
| Jun 2015 | $308M | $308M | $0 | 14 | 500 |
| Mar 2015 | $308M | $308M | $0 | 14 | 500 |
| Sep 2014 | $236M | $236M | $0 | 14 | 300 |
| Apr 2014 | $236M | $236M | $0 | 14 | 300 |
| Apr 2013 | $210M | $210M | $0 | 11 | 300 |
| Apr 2013 | $190.3M | $190.3M | $0 | 11 | 300 |
| Apr 2012 | $161M | $161M | $0 | 6 | 300 |
DateNov 2025
Total AUM$812.2M
Discretionary$812.2M
Non-Disc.$0
Employees10
Clients0
DateNov 2025
Total AUM$812.2M
Discretionary$812.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2025
Total AUM$812.2M
Discretionary$812.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$812.2M
Discretionary$812.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$812.2M
Discretionary$812.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$712.5M
Discretionary$712.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$623.2M
Discretionary$623.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$623.2M
Discretionary$623.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$623.2M
Discretionary$623.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$623.2M
Discretionary$623.2M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$623.2M
Discretionary$623.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$653.5M
Discretionary$653.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$653.5M
Discretionary$653.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$653.5M
Discretionary$653.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2022
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees10
Clients0
DateAug 2021
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees10
Clients0
DateJul 2021
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees10
Clients0
DateNov 2020
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$392.2M
Discretionary$392.2M
Non-Disc.$0
Employees8
Clients3
DateNov 2019
Total AUM$392.2M
Discretionary$392.2M
Non-Disc.$0
Employees8
Clients3
DateApr 2019
Total AUM$392.2M
Discretionary$392.2M
Non-Disc.$0
Employees8
Clients3
DateMar 2019
Total AUM$392.2M
Discretionary$392.2M
Non-Disc.$0
Employees8
Clients3
DateJul 2018
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees12
Clients0
DateMay 2018
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees12
Clients500
DateJun 2017
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees12
Clients500
DateApr 2017
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees12
Clients500
DateApr 2017
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees12
Clients500
DateMar 2017
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees12
Clients500
DateJan 2017
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees14
Clients500
DateJan 2017
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees14
Clients500
DateNov 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees14
Clients500
DateApr 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees14
Clients500
DateApr 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees14
Clients500
DateMar 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees14
Clients500
DateOct 2015
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees14
Clients500
DateJul 2015
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees14
Clients500
DateJun 2015
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees14
Clients500
DateMar 2015
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees14
Clients500
DateSep 2014
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees14
Clients300
DateApr 2014
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees14
Clients300
DateApr 2013
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients300
DateApr 2013
Total AUM$190.3M
Discretionary$190.3M
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees6
Clients300