VESTMARK ADVISORY SOLUTIONS, INC.

HTTP://WWW.VESTMARKMM.COM WASHINGTON, DC Investment Advisor How do I update this listing?

Vestmark Advisory Solutions is based out of Washington. Vestmark Advisory Solutions is a large advisory firm with discretionary assets under management (AUM) of $680,685,559 (Form ADV from 2019-03-30). Their last reported 13F filing for Q1 2019 included $560,842,000 in managed 13F securities and a top 10 holdings concentration of 13.33%. Vestmark Advisory Solutions's largest holding is Microsoft Corp. with shares held of 93,886. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 6.29%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VESTMARK ADVISORY SOLUTIONS, INC.
3050 K STREET NW SUITE W-170
WASHINGTON DC    20007
Country: United States

Business Phone: 202-256-1914
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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