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Joel David Mcnatt

ASSETMARK, INC.·CONCORD, California
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1655 GRANT STREET, CONCORD, CA 94520-2445CRD# 2903101Firm CRD# 109018
01

About

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

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ASSETMARK, INC.
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2903101
Firm CRD# 109018
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel David Mcnatt offer?
Joel David Mcnatt specializes in Investment Management. Contact their office in CONCORD, California for a consultation.
What are Joel David Mcnatt's credentials?
Joel David Mcnatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel David Mcnatt located?
Joel David Mcnatt is based in CONCORD, California, working with ASSETMARK, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Joel David Mcnatt charge for services?
Joel David Mcnatt'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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Other advisors in CONCORD
Ted Fyke Angus — ASSETMARK, INC.Gary G. Zyla — ASSETMARK, INC.Claire Golveo Blue — ASSETMARK, INC.H. Michael Michael Kim — ASSETMARK, INC.Carrie Ellen Hansen — ASSETMARK, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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