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
Justin Dirito (CRD# 5014777) is an Investment Advisor Representative working at Assetmark, Inc. in Plymouth, MA and has over 8 years of experience in the finance industry.
Jack Driggs (CRD# 6722002) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
Joseph Ebeling (CRD# 6251483) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Justin Edell (CRD# 5002258) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.
Madeline Ehlert (CRD# 7438096) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Rachael Elken (CRD# 5818513) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 8 years of experience in the finance industry.
Brady Ettenson (CRD# 7497006) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.
Jennifer Fouke (CRD# 7296840) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.
Nidya Garcia-Jimenez (CRD# 6888498) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.
Matthew Gaunt (CRD# 6641128) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 6 years of experience in the finance industry.