ASSETMARK, INC.

CONCORD, California·8 registered advisors·CRD# 109018
SEC# 801-563234800-664-5345
01

Firm Overview

AUM
$65.6B
Regulatory assets under management
Employees
709
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at ASSETMARK, INC.

8 registered advisors
Carrie Ellen Hansen
CONCORD, California
H. Michael Michael Kim
CONCORD, California
Jeremiah Harrison Chafkin
CONCORD, California
Joel David Mcnatt
CONCORD, California
John Salvatore Battaglia
CONCORD, California
Michael Joel Abelson
CONCORD, California
Mukesh Kantilal Mehta
CONCORD, California
Richard Edward Steiny
CONCORD, California
05

Office Locations

CONCORD, California
8 advisors

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Data sourced from SEC Form ADV filings. ASSETMARK, INC. (CRD# 109018) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.