LIFEMARK SECURITIES CORP.
CRD #16204 SEC #801-68438 ROCHESTER, NY 585-424-5672
SEC Registered Broker-Dealer Disclosures
Total AUM
$461.5M
Discretionary
$461.5M
Employees
88
Clients
26
Accounts
2,021
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $461.5M | $461.5M | $0 | 88 | 44 |
| Oct 2024 | $246.1M | $246.1M | $0 | 86 | 780 |
| Sep 2024 | $246.1M | $246.1M | $0 | 86 | 780 |
| Mar 2024 | $246.1M | $246.1M | $0 | 86 | 780 |
| Sep 2023 | $256.3M | $176.6M | $79.7M | 70 | 1,345 |
| Mar 2023 | $256.3M | $176.6M | $79.7M | 70 | 1,345 |
| Mar 2023 | $266.2M | $164.3M | $101.9M | 70 | 1,503 |
| Nov 2022 | $266.2M | $164.3M | $101.9M | 70 | 1,503 |
| Nov 2022 | $266.2M | $164.3M | $101.9M | 70 | 1,503 |
| Mar 2022 | $266.2M | $164.3M | $101.9M | 70 | 1,503 |
| Sep 2021 | $201.7M | $108.3M | $93.4M | 72 | 1,702 |
| Apr 2021 | $201.7M | $108.3M | $93.4M | 72 | 1,702 |
| Mar 2021 | $167.7M | $90.8M | $76.9M | 72 | 1,015 |
| Dec 2020 | $167.7M | $90.8M | $76.9M | 72 | 1,015 |
| May 2020 | $167.7M | $90.8M | $76.9M | 72 | 1,015 |
| Mar 2020 | $119.4M | $68.5M | $50.9M | 53 | 659 |
| Mar 2019 | $119.4M | $68.5M | $50.9M | 53 | 659 |
| Feb 2019 | $69.4M | $29M | $40.4M | 34 | 382 |
| Nov 2018 | $69.4M | $29M | $40.4M | 34 | 382 |
| Nov 2018 | $69.4M | $29M | $40.4M | 34 | 382 |
| Oct 2018 | $69.4M | $29M | $40.4M | 34 | 382 |
| Aug 2018 | $69.4M | $29M | $40.4M | 34 | 382 |
| Apr 2018 | $69.4M | $29M | $40.4M | 34 | 382 |
| Mar 2018 | $69.4M | $29M | $40.4M | 34 | 382 |
| Mar 2018 | $39.4M | $0 | $39.4M | 26 | 0 |
| Feb 2018 | $39.4M | $0 | $39.4M | 26 | 0 |
| Jul 2017 | $39.4M | $0 | $39.4M | 26 | 200 |
| Mar 2017 | $39.4M | $0 | $39.4M | 26 | 200 |
| Jan 2017 | $32.6M | $0 | $32.6M | 21 | 200 |
| Jul 2016 | $32.6M | $0 | $32.6M | 21 | 200 |
| Mar 2016 | $32.6M | $0 | $32.6M | 21 | 200 |
| Mar 2015 | $23.5M | $0 | $23.5M | 20 | 100 |
| Mar 2014 | $17.1M | $0 | $17.1M | 21 | 100 |
| Jan 2014 | $13.7M | $0 | $13.7M | 18 | 100 |
| Aug 2013 | $13.7M | $0 | $13.7M | 18 | 100 |
| Mar 2013 | $13.7M | $0 | $13.7M | 18 | 100 |
| Jul 2012 | $10.2M | $0 | $10.2M | 1 | 26 |
| Mar 2012 | $10.2M | $0 | $10.2M | 1 | 26 |
| Mar 2011 | $5.9M | $0 | $5.9M | 5 | -- |
| Dec 2010 | $3.6M | $0 | $3.6M | 5 | -- |
| Oct 2010 | $3.6M | $0 | $3.6M | 5 | -- |
| Jul 2010 | $3.6M | $0 | $3.6M | 5 | -- |
| May 2010 | $3.6M | $0 | $3.6M | 5 | -- |
DateMar 2025
Total AUM$461.5M
Discretionary$461.5M
Non-Disc.$0
Employees88
Clients44
DateOct 2024
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees86
Clients780
DateSep 2024
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees86
Clients780
DateMar 2024
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees86
Clients780
DateSep 2023
Total AUM$256.3M
Discretionary$176.6M
Non-Disc.$79.7M
Employees70
Clients1,345
DateMar 2023
Total AUM$256.3M
Discretionary$176.6M
Non-Disc.$79.7M
Employees70
Clients1,345
DateMar 2023
Total AUM$266.2M
Discretionary$164.3M
Non-Disc.$101.9M
Employees70
Clients1,503
DateNov 2022
Total AUM$266.2M
Discretionary$164.3M
Non-Disc.$101.9M
Employees70
Clients1,503
DateNov 2022
Total AUM$266.2M
Discretionary$164.3M
Non-Disc.$101.9M
Employees70
Clients1,503
DateMar 2022
Total AUM$266.2M
Discretionary$164.3M
Non-Disc.$101.9M
Employees70
Clients1,503
DateSep 2021
Total AUM$201.7M
Discretionary$108.3M
Non-Disc.$93.4M
Employees72
Clients1,702
DateApr 2021
Total AUM$201.7M
Discretionary$108.3M
Non-Disc.$93.4M
Employees72
Clients1,702
DateMar 2021
Total AUM$167.7M
Discretionary$90.8M
Non-Disc.$76.9M
Employees72
Clients1,015
DateDec 2020
Total AUM$167.7M
Discretionary$90.8M
Non-Disc.$76.9M
Employees72
Clients1,015
DateMay 2020
Total AUM$167.7M
Discretionary$90.8M
Non-Disc.$76.9M
Employees72
Clients1,015
DateMar 2020
Total AUM$119.4M
Discretionary$68.5M
Non-Disc.$50.9M
Employees53
Clients659
DateMar 2019
Total AUM$119.4M
Discretionary$68.5M
Non-Disc.$50.9M
Employees53
Clients659
DateFeb 2019
Total AUM$69.4M
Discretionary$29M
Non-Disc.$40.4M
Employees34
Clients382
DateNov 2018
Total AUM$69.4M
Discretionary$29M
Non-Disc.$40.4M
Employees34
Clients382
DateNov 2018
Total AUM$69.4M
Discretionary$29M
Non-Disc.$40.4M
Employees34
Clients382
DateOct 2018
Total AUM$69.4M
Discretionary$29M
Non-Disc.$40.4M
Employees34
Clients382
DateAug 2018
Total AUM$69.4M
Discretionary$29M
Non-Disc.$40.4M
Employees34
Clients382
DateApr 2018
Total AUM$69.4M
Discretionary$29M
Non-Disc.$40.4M
Employees34
Clients382
DateMar 2018
Total AUM$69.4M
Discretionary$29M
Non-Disc.$40.4M
Employees34
Clients382
DateMar 2018
Total AUM$39.4M
Discretionary$0
Non-Disc.$39.4M
Employees26
Clients0
DateFeb 2018
Total AUM$39.4M
Discretionary$0
Non-Disc.$39.4M
Employees26
Clients0
DateJul 2017
Total AUM$39.4M
Discretionary$0
Non-Disc.$39.4M
Employees26
Clients200
DateMar 2017
Total AUM$39.4M
Discretionary$0
Non-Disc.$39.4M
Employees26
Clients200
DateJan 2017
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees21
Clients200
DateJul 2016
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees21
Clients200
DateMar 2016
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees21
Clients200
DateMar 2015
Total AUM$23.5M
Discretionary$0
Non-Disc.$23.5M
Employees20
Clients100
DateMar 2014
Total AUM$17.1M
Discretionary$0
Non-Disc.$17.1M
Employees21
Clients100
DateJan 2014
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees18
Clients100
DateAug 2013
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees18
Clients100
DateMar 2013
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees18
Clients100
DateJul 2012
Total AUM$10.2M
Discretionary$0
Non-Disc.$10.2M
Employees1
Clients26
DateMar 2012
Total AUM$10.2M
Discretionary$0
Non-Disc.$10.2M
Employees1
Clients26
DateMar 2011
Total AUM$5.9M
Discretionary$0
Non-Disc.$5.9M
Employees5
Clients--
DateDec 2010
Total AUM$3.6M
Discretionary$0
Non-Disc.$3.6M
Employees5
Clients--
DateOct 2010
Total AUM$3.6M
Discretionary$0
Non-Disc.$3.6M
Employees5
Clients--
DateJul 2010
Total AUM$3.6M
Discretionary$0
Non-Disc.$3.6M
Employees5
Clients--
DateMay 2010
Total AUM$3.6M
Discretionary$0
Non-Disc.$3.6M
Employees5
Clients--