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ASSETMARK, INC.
Tel: 800-664-5345
1655 Grant Street 10th Floor
Concord, California 94520-2445
ASSETMARK, INC.
ASSETMARK, INC. is a Concord, California based financial advisory firm with nearly $65,618,270,379 in assets under management and provides investment advisory services for 374574 clients. There are currently 709 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
109018
SEC#:
801-56323
No. of Clients:
374574
Assets under Management
$65,618,270,379
No. of Advisors:
709
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