Assetmark, Inc.
Assetmark, Inc. (CRD# 109018) is a financial advisory firm headquartered in Concord, CA. They manage $65,618,270,379 in 374,574 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management65,618MILLION
-
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
Antonio Zapata (CRD# 1177026) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry.