Assetmark, Inc.
Assetmark, Inc. (CRD# 109018) is a financial advisory firm headquartered in Concord, CA. They manage $38,785,149,832 in 211,165 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management38,785MILLION
-
Total Number of Accounts211,165ACCOUNTS
-
Average Account Value$183,672
- 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")
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
Bradley Allen (CRD# 3239295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 15 years of experience in the finance industry.
Brandon Bastunas (CRD# 4048019) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 20 years of experience in the finance industry.
Kyle Buffo (CRD# 5878436) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.
David Goodless (CRD# 6286965) is an Investment Advisor Representative working at Assetmark, Inc. in Sarasota, FL and has over 7 years of experience in the finance industry.
Michael Jones (CRD# 4248083) is an Investment Advisor Representative working at Assetmark, Inc. in Oakland, CA and has over 20 years of experience in the finance industry.
Nathan Smith (CRD# 6403009) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
Eric Stjernstrom (CRD# 5454505) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry.
Michael Abelson (CRD# 2343295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 25 years of experience in the finance industry.
Jennifer Adams (CRD# 4021296) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Kurtis Anders (CRD# 5706051) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 11 years of experience in the finance industry.