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).

By the Numbers
  • Total Assets Under Management
    38,785
    MILLION
  • Total Number of Accounts
    211,165
    ACCOUNTS
  • Average Account Value
    $183,672
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, WY

Financial Advisors at Assetmark, Inc.
Showing 1 - 10 of 145 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 15 years of experience in the finance industry.

2
Brandon P. Bastunas
CRD#: 4048019
1655 Grant Street, 10th Floor, Concord, CA 94520

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.

3
Kyle J. Buffo
CRD#: 5878436
200 W. Madison Ave., Suite 2200, Chicago, IL 60606

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.

4
David H. Goodless
CRD#: 6286965
501 North Cattlemen Road, Suite 106, Sarasota, FL 34232

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.

5
Michael W. Jones
CRD#: 4248083
Oakland, CA

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.

6
Nathan B. Smith
CRD#: 6403009
3200 N Central Ave, 7th Floor, Phoenix, AZ 85012

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.

7
Eric A. Stjernstrom
CRD#: 5454505
3200 N. Central Avenue, 7th Floor, Phoenix, AZ 85012

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.

8
Michael J. Abelson
CRD#: 2343295
1655 Grant Street, 10th Floor, Concord, CA 94520

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.

9
Jennifer L. Adams
CRD#: 4021296
3200 N. Central Ave., 7th Floor, Phoenix, AZ 85012

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.

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

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.

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