Phillip Manning, financial advisor Concord CA
93 score

Phillip Manning

CRD Number: 4611921
Current Firm: Assetmark, Inc.

Phillip Manning (CRD# 4611921) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 11 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. Encino, CA Aug 2014 - Current 2
Centurion Capital Group, Inc. Concord, CA Sep 2013 - Current 3
Capital Brokerage Corporation San Mateo, CA Apr 2008 - Current 8
Genworth Financial Wealth Management, Inc. Pleasant Hill, CA Jul 2008 - Aug 2013 5
Assetmark Capital Corporation San Mateo, CA Sep 2004 - Jul 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Phillip E. Manning
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

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

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