Grant Lockwood (CRD# 7485091) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Encino, CA | Oct 2023 - Current | < 1 |
| Assetmark Financial Holdings, Inc. | Encino, CA | Jun 2023 - Current | < 1 |
| California State Polytechnic University | Pomona, CA | Jul 2019 - May 2023 | 3 |
| Oakwood Wealth Partners | Irvine, CA | Apr 2022 - Apr 2023 | 1 |
| Grade And High School | Irvine, CA | Jan 2007 - May 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2023 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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