Assetmark, Inc.

Assetmark, Inc. (CRD# 109018) is a financial advisory firm headquartered in Concord, CA. They manage $20,055,160,072 in 122,477 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,055
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Assetmark, Inc.
Showing 1 - 10 of 117 top financial advisors.
1
Michael J. Abelson
CRD#: 2343295
1655 Grant Street, 10th Floor, Concord, CA 94520
96
Wealthminder
score

Michael Abelson (CRD# 2343295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 21 years of experience in the finance industry.

2
Davin A. Gibbins
CRD#: 4409770
270 Walker Drive N, State College, PA 16804
96
Wealthminder
score

Davin Gibbins (CRD# 4409770) is an Investment Advisor Representative working at Assetmark, Inc. in State College, PA and has over 16 years of experience in the finance industry.

3
Brett A. Greenfield
CRD#: 4374103
270 Walker Drive, State College, PA 16801
96
Wealthminder
score

Brett Greenfield (CRD# 4374103) is an Investment Advisor Representative working at Assetmark, Inc. in State College, PA and has over 15 years of experience in the finance industry. Brett Greenfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John S. Lombardo
CRD#: 1754273
270 Walker Drive, State College, PA 16801
96
Wealthminder
score

John Lombardo (CRD# 1754273) is an Investment Advisor Representative working at Assetmark, Inc. in State College, PA and has over 28 years of experience in the finance industry.

5
Brian K. Potok
CRD#: 4295975
67 Johnson St, Trumbull, CT 06611
96
Wealthminder
score

Brian Potok (CRD# 4295975) is an Investment Advisor Representative working at Assetmark, Inc. in Trumbull, CT and has over 9 years of experience in the finance industry.

6
Kurtis R. Anders
CRD#: 5706051
1655 Grant Street, 10th Floor, Concord, CA 94520
93
Wealthminder
score

Kurtis Anders (CRD# 5706051) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 8 years of experience in the finance industry.

7
Thomas L. Atkins
CRD#: 8450
1655 Grant Street, 10th Floor, Concord, CA 94520
93
Wealthminder
score

Thomas Atkins (CRD# 8450) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 29 years of experience in the finance industry.

8
Brandon R. Bastuba
CRD#: 5343282
1655 Grant Street, 10th Floor, Concord, CA 94520
93
Wealthminder
score

Brandon Bastuba (CRD# 5343282) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 10 years of experience in the finance industry.

9
John S. Battaglia
CRD#: 1894227
1960 Old Gatesburg Road, Suite 100, State College, PA 16803
93
Wealthminder
score

John Battaglia (CRD# 1894227) is an Investment Advisor Representative working at Assetmark, Inc. in State College, PA and has over 15 years of experience in the finance industry.

10
Kevin C. Birmingham
CRD#: 2067431
1960 Old Gatesburg Road, Suite 100, State College, PA 16803
93
Wealthminder
score

Kevin Birmingham (CRD# 2067431) is an Investment Advisor Representative working at Assetmark, Inc. in State College, PA and has over 16 years of experience in the finance industry.

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