Firemark Advisors Inc (Santa Fe)

Name: Firemark Advisors Inc
Address: 200 West Devargas St, Suite 9, Santa Fe, NM, 87501
Telephone: 505-989-8384

Firemark Advisors Inc is a large advisory firm based in Santa Fe. It manages $44.83 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Firemark Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Firemark Advisors: assets under management

The assets under management (AUM) of Firemark Advisors Inc is $44.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Firemark Advisors Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Firemark Advisors Inc

Michael Joseph Morrissey has been acting as President since 1 Dec 1989. Fito Joseph Louis joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
The Firemark Group Inc.	Shareholder	1 May 1983	75% - 100%	22-3044048
Michael Joseph Morrissey	Chairman	1 Dec 1989	Other	1510405
Joanne Stone Morrissey	President	1 Dec 1989	Other	1934087
Judith Robin Lewis	Chief financial officer	1 Mar 1997	Other	4347757
Joseph Frank Barone	Managing director	1 Sep 1997	Other	13207
Phillip Albert Turberg	Managing director	1 Nov 1997	Other	1626089
Allen Wright Rork	Managing director	1 Apr 1999	Other	4347756
Bartholemew Thomas Zanelli	Managing director	1 May 1999	Other	2330337
Carl Mendenhall Webster	Managing director	1 Jul 2001	Other	4516723
Fito Joseph Louis	Chief compliance officer	1 Jul 2005	Other	5011586

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Security Reinsurance Company	Shareholder	1 Nov 1991	50% - 75%	06-0529570
Employee Benefits Insurance Company	Shareholder	1 Nov 1991	50% - 75%	06-0529570
Royal & Sun Alliance	Shareholder	1 Dec 1999	75% - 100%	51-0233196

Based in Santa Fe

The principal office where Firemark Advisors Inc performs its advisory services is located at 200 West Devargas St, Suite 9, Santa Fe, NM 87501, 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 505-989-8384 or by fax 505-989-8316. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.firemarkinv.com.