Landmark Management, Inc
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Overview
Landmark Management, Inc operates as an advisory company based in New York, New York. Landmark Management, Inc oversees $4.6 billion in assets throughout 10 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Landmark Management, Inc has a small group, including 8 financial advisors. Landmark Management, Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, equities and options.
Landmark Management, Inc manages none of the firm's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without requiring the client's approval. The firm also manages 10 non-discretionary accounts with a total of $4.6 billion in assets. The firm's typical account size is $458.3 million. The typical advisor at Landmark Management, Inc oversees about one client account, making it one of the most personalized firms in the country.
The firm's headquarters is at 115 East 69Th Street, New York, New York 10021. Landmark Management, Inc is legally registered to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Landmark Management, Inc by the Numbers
$4.6 billion
31
10
$458.3 million
Products and Services
Landmark Management, Inc provides a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. However, the firm did not provide financial planning services to any of its customers in the previous financial year. It is involved in selling products or offering services different than investment advisory services to its clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services usually are based on the type of financial services provided. Fees charged by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Landmark Management, Inc provides services to high net worth investors and pooled investment vehicles. Out of its 10 clients, Landmark Management, Inc's biggest client is high net worth investors, but it also serves nine high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 10% of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 90%
- Other Individuals - 0%
- Corporations - 10%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Landmark Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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