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LIFEMARK SECURITIES CORP.
CRD 16204File 801-68438
APPROVED
Retail clients
Disclosure events
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$424.9M
Below cohort median (national)
Discretionary AUM
$424.9M
Clients
1,053
1,053 accounts
Employees
78
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 17, 2007
- Principal office
- 400 WEST METRO PARK, ROCHESTER, NY, 14623
- Phone
- 585-424-5672
- Website
- https://www.lifemark.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $424.9M
- Discretionary AUM
- $424.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,053
- Non-discretionary accounts
- 0
- Total accounts
- 1,053
- AUM per client
- $404K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $177.9M |
| Individuals (other than high net worth individuals) | 986 | $247.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11E1
- Q11E2
- Q11E4
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.