Investment adviser · CRD 173677

ROSEMARK ADVISORS, INC.

Investment adviser filing (IA)

BOHEMIA, NY, United States · Form ADV filed Sep 20, 2021

Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 20, 2021. View historical filings

Reported services

Financial planning

Compensation

Fixed

Principal office

5 ORVILLE DRIVE, SUITE 400
BOHEMIA, NY, 11716, United States

CRD 173677

Filing source

Form ADV 1566551 · Sep 20, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.