Eric Hoelter, financial advisor Concord CA
93 score

Eric Hoelter

CRD Number: 5486272
Current Firm: Assetmark, Inc.

Eric Hoelter (CRD# 5486272) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Brokerage, LLC Concord, CA Aug 2014 - Current 2
Assetmark Financial, Inc. Concord, CA Sep 2013 - Current 3
Capital Brokerage Corporation Richmond, VA Jul 2011 - Current 5
Memory Makers Entertainment Grayslake, IL Mar 2011 - Current 5
The Orchard Evangelical Free Church Arlington Heights, IL Apr 2009 - Current 7
Genworth Financial Chicago, IL Jun 2011 - Aug 2013 2
Presto-x Northbrook, IL Jul 2010 - Jun 2011 < 1
Braintree Payment Solutions Bartlett, IL Apr 2010 - Jul 2010 < 1
Uvest Financial Services Group, Inc. Charlotte, NC Mar 2008 - Mar 2010 2
First Midwest Bank Mchenry, IL Aug 2007 - Mar 2010 2
Countrywide Full Spectrum Lending Rolling Meadows, IL Feb 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Eric C. Hoelter
Phone Number: 800-664-5345
Registered State(s):
  • IL
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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