Unclaimed Profile

Carrie Ellen Hansen

ASSETMARK, INC.·CONCORD, California

ASSETMARK, INC.

1655 GRANT STREET, CONCORD, CA 94520-2445CRD# 4781315Firm CRD# 109018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carrie Ellen Hansen · CONCORD, CA

Registration

CRD #4781315 · ASSETMARK, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Carrie Ellen Hansen is a registered financial advisor based in CONCORD, California, affiliated with ASSETMARK, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ASSETMARK, INC.

AUM

$65.6B

Regulatory assets under management

Employees

709

Total firm employees

View all advisors at ASSETMARK, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4781315

Firm CRD# 109018

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carrie Ellen Hansen offer?

Carrie Ellen Hansen specializes in Investment Management. Contact their office in CONCORD, California for a consultation.

What are Carrie Ellen Hansen's credentials?

Carrie Ellen Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie Ellen Hansen located?

Carrie Ellen Hansen is based in CONCORD, California, working with ASSETMARK, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does Carrie Ellen Hansen charge for services?

Carrie Ellen Hansen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSETMARK, INC.?

ASSETMARK, INC. has approximately 709 employees and manages $65.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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