Reedmark Advisors

EST. AUM
$564,554,539

CONTACTS
2

CLIENT ACCOUNTS
77

Firm Details

Metro area New York City
CRD Number 173760
Website reedmark.com
Client types

Overview

Reedmark Advisors is a boutique retirement plan consulting firm that specializes in serving mid-size employers, large non-profit organizations, and healthcare providers. The firm offers both Consulting and Fiduciary services tailored for employers who understand the significant responsibility of sponsoring a retirement plan for their valued employees. This responsibility necessitates a comprehensive and process-driven approach to meet the compliance and fiduciary obligations established by the Employee Retirement Income Security Act of 1974 (ERISA). With a senior staff boasting over 100 years of combined experience in qualified and non-qualified retirement plans, Reedmark Advisors is well-equipped to assist clients in navigating these complexities.

Platform Details

Investment Preferences

Alternative Activity