Assetmark, Inc.

Assetmark, Inc. (CRD# 109018) is a financial advisory firm headquartered in Concord, CA. They manage $55,215,464,971 in 344,691 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    55,215
    MILLION
  • Total Number of Accounts
    344,691
    ACCOUNTS
  • Average Account Value
    $160,188
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")
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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, WY

Financial Advisors at Assetmark, Inc.
Showing 1 - 10 of 78 top financial advisors.
1
Bradley Allen
CRD#: 3239295
1655 Grant Street, 10th Floor, Concord, CA 94520

Bradley Allen (CRD# 3239295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.

2
Hector Camacho
CRD#: 5979217
1655 Grant Street, 10th Floor, Concord, CA 94520

Hector Camacho (CRD# 5979217) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 9 years of experience in the finance industry.

3
Michael Edwards
CRD#: 1294052
1655 Grant Street, 10th Floor, Concord, CA 94520

Michael Edwards (CRD# 1294052) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 30 years of experience in the finance industry.

4
Omar Mercado
CRD#: 4703112
1655 Grant Street, 10th Floor, Concord, CA 94520

Omar Mercado (CRD# 4703112) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 10 years of experience in the finance industry.

5
Miles Nolen
CRD#: 5536511
1655 Grant Street, 10th Floor, Concord, CA 94520

Miles Nolen (CRD# 5536511) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 15 years of experience in the finance industry.

6
Dakota R. Ross
CRD#: 6721895
1655 Grant Street, 10th Floor, Concord, CA 94520

Dakota Ross (CRD# 6721895) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 6 years of experience in the finance industry.

7
Eric A. Stjernstrom
CRD#: 5454505
1655 Grant Street, 10th Floor, Concord, CA 94520

Eric Stjernstrom (CRD# 5454505) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 16 years of experience in the finance industry.

8
Kristina D. Toland
CRD#: 5597433
1655 Grant Street, 10th Floor, Concord, CA 94520

Kristina Toland (CRD# 5597433) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 15 years of experience in the finance industry.

9
Jeffrey J. Walker
CRD#: 5696654
Sarasota, FL

Jeffrey Walker (CRD# 5696654) is an Investment Advisor Representative working at Assetmark, Inc. in Sarasota, FL and has over 12 years of experience in the finance industry.

10
Joy M. Walker
CRD#: 6586426
Sarasota, FL

Joy Walker (CRD# 6586426) is an Investment Advisor Representative working at Assetmark, Inc. in Sarasota, FL and has over 7 years of experience in the finance industry.

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