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
Adam Goldberg (CRD# 7407937) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 2 years of experience in the finance industry.
Jason Graff (CRD# 7193148) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has 1 year of experience in the finance industry.
Connor Gutrich (CRD# 6776199) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Alejandro Herrera (CRD# 6318424) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 9 years of experience in the finance industry.
Cristian Herrera (CRD# 7423431) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Shafton Hewett (CRD# 5418403) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 16 years of experience in the finance industry.
Mitchell Hotz (CRD# 7313359) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Ryan Huddleston (CRD# 5894991) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Alyssa Hull (CRD# 6906477) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 3 years of experience in the finance industry.
Marie Hynes (CRD# 3251603) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 24 years of experience in the finance industry.