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).
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Total Assets Under Management65,618MILLION
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Total Number of Accounts374,574ACCOUNTS
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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
Michael Zarren (CRD# 4441101) is an Investment Advisor Representative working at Assetmark, Inc. in Brookeville, MD and has over 15 years of experience in the finance industry.
Eric Arave (CRD# 7431908) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 2 years of experience in the finance industry.
Robert Barucci (CRD# 5821365) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 13 years of experience in the finance industry.
Adrianna Beach (CRD# 5722771) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.
Tyler Benser- Ridley (CRD# 7422303) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Dylan Brandon (CRD# 6973025) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.
John Browning (CRD# 7669527) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Nicholas Carcione (CRD# 6627421) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 7 years of experience in the finance industry.
Cindi Cullen (CRD# 1018241) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 20 years of experience in the finance industry.
Andrew Dirito (CRD# 7369728) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.