ASSETMARK, INC.

CONCORD, California·14 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
14
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.

14 registered advisors
Amy Renee Corbin
PLEASANT HILL, California
Carrie Ellen Hansen
CONCORD, California
Claire Golveo Blue
CONCORD, California
Gary G. Zyla
CONCORD, California
H. Michael Michael Kim
CONCORD, California
Jeremiah Harrison Chafkin
CONCORD, California
Jessica Rae Cataudella
PLEASANT HILL, California
Joel David Mcnatt
CONCORD, California
John Salvatore Battaglia
CONCORD, California
Kevin Eduard Walker
PLEASANT HILL, California
Michael Joel Abelson
CONCORD, California
Mukesh Kantilal Mehta
CONCORD, California
Richard Edward Steiny
CONCORD, California
Ted Fyke Angus
CONCORD, California
05

Office Locations

CONCORD, California
11 advisors
PLEASANT HILL, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.