Rangemark Investment Management, Inc. is a large advisory firm based in Greenwich. It manages $1.46 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Connecticut.
Rangemark Investment Management provides portfolio management for businesses and institutional clients, security ratings or pricing services, and valuation and research services and advice regarding municipal, corporate and asset-backed securities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rangemark Investment Management, Inc. is $1.46 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rangemark Investment Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jerry Liu has been acting as President since 1 Jul 2010. Robert Sorenson Smith joined the executive team most recently as the Sole Shareholder.
The principal office where Rangemark Investment Management, Inc. performs its advisory services is located at 328 Pemberwick Road, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-861-7080 or by fax 203-531-9090. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.