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
Romina Salehian (CRD# 7625438) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has 1 year of experience in the finance industry.
Kezia Samuel (CRD# 5262288) is an Investment Advisor Representative working at Assetmark, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
Jacqueline Sasson (CRD# 7005339) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has 1 year of experience in the finance industry.
Holly Schwartz (CRD# 7866127) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Megan Scoggins (CRD# 7740780) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Jacqueline Silva (CRD# 7351266) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Michael Simpkins (CRD# 6590850) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.
Michael Stalilionis (CRD# 4287203) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 14 years of experience in the finance industry.
Todd Sult (CRD# 4958475) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.
Jeremy Trudell (CRD# 6894099) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.