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
Brooke Turner (CRD# 7506005) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.
Robert Vetti (CRD# 7218616) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 4 years of experience in the finance industry.
Ryan Wilson (CRD# 7513968) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Steven Zajack (CRD# 6669596) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 7 years of experience in the finance industry.
Collin Zines (CRD# 7069188) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 5 years of experience in the finance industry.
Christopher Zorza (CRD# 4243846) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.