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Lifemark Securities Corp.

Lifemark Securities Corp.. CRD 16204

Lifemark Securities Corp. logo

CRD: 16204

Lifemark Securities Corp.

Rochester, NY, 14623
5854245672
www.lifemark.com
$424.9M Total AUM
$424.9M Disc. AUM
15.1% 3Y CAGR
78 Employees
1,433 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail
Platforms
Glacier deltaCapital element +more
Established Date
06-13-1985
Office Locations
116

Office Locations

101 Loudoun Street, SW Leesburg VA
101 N. Main Street Greensburg PA
10301 West Lincoln Hwy. Frankfort IL

About Lifemark Securities Corp.

Lifemark Securities Corp. is a Rochester-based RIA with 116 offices. The firm has been operating for 40 years. Managing $424.9M in total assets under management, with 78 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

56 AVG AGE
$5.4M AVG AUM / ADVISOR
$296.5K AVG AUM / CLIENT
9.1 yrs AVG TENURE
78 Employees
78 Advisory Reps
78 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Unison frontier Focus quantum

Custodian

Radial Signal matrix Legacy ember Timber harbor Horizon Delta momentum Value

Investment Themes

Horizon beacon Harbor oak Horizon frontier

Investment Vehicles

Optima eagle

Services

Vector prime Peak glacier Pioneer matrix Ember wave

Technology

Unison frontier Pioneer value Zenith Unison summit Glacier Quantum legacy

Owner & Executives

A

ANDREW JOSEPH KALINOWSKI

President, Secretary, Vice President

CRD
#263409
Ownership
25% but less than 50%
(472) 243-4348
foundation.frontier@summitcapital.com
in linkedin.com/in/focus-alpha
V

VINCENT MICCICHE JR

Finop, TREASURER

CRD
#702149
Ownership
25% but less than 50%
(571) 620-9982
catalyst.pathway@northcapital.com
in linkedin.com/in/insight-vital
S

Summit fusion

Alpha vital value

CRD
#35843
Ownership
20.0%
(696) 295-7741
pathway.matrix@horizoncapital.com
in linkedin.com/in/matrix-vital

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Contacts

PAUL AGLIATA JR

PAUL AGLIATA JR

President

CRD
#1317693
(832) 808-8812
delta.signal@fusioncapital.com
in linkedin.com/in/catalyst-fusion
C

CHARLES DRAKE AGUILLARD

Agency Manager, Owner

CRD
#2689932
(859) 915-9181
optima.atlas@pioneercapital.com
in linkedin.com/in/ridge-fusion
O

Optima foundation

Ember oak catalyst

CRD
#12521
(774) 617-5276
peak.beacon@atlascapital.com
in linkedin.com/in/foundation-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
09-08-2023
10-28-2024
03-28-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $424,939,705 $403,551
Non-Discretionary $0 --
Total $424,939,705 $403,551

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Separately Managed Accounts

Total SMA Asset: $424,939,705

$424.9M Total SMA
Public Funds:
59.1%
Equity - Exchange:
25.6%
Cash:
15.3%
Asset class Assets Assets %
Public Funds $4,316,137,337 59.1%
Equity - Exchange $1,869,595,868 25.6%
Cash $1,117,375,656 15.3%
Total $7,303,108,861 100.0%

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