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
Matthew Parrett (CRD# 6352006) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 9 years of experience in the finance industry.
Mark Pickett (CRD# 5563227) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 14 years of experience in the finance industry.
Ryan Pineda (CRD# 6225498) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 10 years of experience in the finance industry.
Nicholas Poppe (CRD# 7207586) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.
Abigail Prodanovich (CRD# 7824468) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Christopher Randal (CRD# 2890367) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 24 years of experience in the finance industry.
Kurtis Reichert (CRD# 7136098) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.
Timothy Reitz (CRD# 7114439) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Courtney Richars (CRD# 6140046) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Matthew Rosborough (CRD# 4263728) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 23 years of experience in the finance industry.