Vestmark Advisory Solutions is an investment advisor in Jersey City with $2.75 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473306842
SEC advisor number
801-114077
FINRA CRD number
221518
AUM ?
$5.64 bn
(as of 28 Mar 24)
Accounts
19,491
(as of 28 Mar 24)
Employees
27
(21 investment advisory or research)
Address
Vestmark Advisory Solutions
15 EXCHANGE PLACE
SUITE 400
JERSEY CITY
NJ 07302
15 EXCHANGE PLACE
SUITE 400
JERSEY CITY
NJ 07302
Phone
888-355-0477
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22