Adam Hartrum, financial advisor Concord CA
93 score

Adam Hartrum

CRD Number: 3125067
Current Firm: Assetmark, Inc.

Adam Hartrum (CRD# 3125067) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor Concord CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor Concord CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Zain Griffith, financial advisor Concord CA
Zain L. Griffith
CRD# 5741663
Dash Investments
Score
104
Company Name Location Dates Years
Assetmark Brokerage, LLC Concord, CA Aug 2014 - Current 2
Centurion Capital Group, Inc. Concord, CA Sep 2013 - Current 3
Assetmark Financial, Inc. Encino, CA Aug 2013 - Current 3
Capital Brokerage Corporation Richmond, VA Nov 2012 - Current 4
Genworth Financial Wealth Management Pleasant Hill, CA Sep 2012 - Aug 2013 < 1
Hanson Mcclain Strategic Advisors Sacramento, CA Apr 2012 - Sep 2012 < 1
Quasar Distributors, LLC Milwaukee, WI Mar 2010 - Apr 2012 2
Niemann Capital Management Capitola, CA Sep 2003 - Apr 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Adam G. Hartrum
Phone Number: 800-664-5345
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20,055
    MILLIONS
  • Total Number of Accounts
    122,477
    ACCOUNTS
  • Average Account Value
    $163,746
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Adam Hartrum and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.