Assembly Wealth
Assembly Wealth (CRD# 108834) is a financial advisory firm headquartered in Mill Valley, CA. They manage $368,984,168 in 615 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management369MILLION
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Total Number of Accounts615ACCOUNTS
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Average Account Value$599,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, SC, TN, TX, UT, VA, VT, WA
Gabriel Burczyk (CRD# 1537995) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 36 years of experience in the finance industry.
Valerie De Vol (CRD# 3193896) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 23 years of experience in the finance industry.
Douglas Hutchinson (CRD# 4920279) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has 1 year of experience in the finance industry.
Seton McAndrews (CRD# 5002648) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 18 years of experience in the finance industry.
Katie O'connor (CRD# 6260799) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 10 years of experience in the finance industry.