Unclaimed Profile

Mukesh Kantilal Mehta

ASSETMARK, INC.·CONCORD, California

ASSETMARK, INC.

1655 GRANT STREET, CONCORD, CA 94520-2445CRD# 1692645Firm CRD# 109018

Profile Verification

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

Identity

Mukesh Kantilal Mehta · CONCORD, CA

Registration

CRD #1692645 · ASSETMARK, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Mukesh Kantilal Mehta 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# 1692645

Firm CRD# 109018

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mukesh Kantilal Mehta offer?

Mukesh Kantilal Mehta specializes in Investment Management. Contact their office in CONCORD, California for a consultation.

What are Mukesh Kantilal Mehta's credentials?

Mukesh Kantilal Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mukesh Kantilal Mehta located?

Mukesh Kantilal Mehta is based in CONCORD, California, working with ASSETMARK, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does Mukesh Kantilal Mehta charge for services?

Mukesh Kantilal Mehta'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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