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ASSETMARK, INC.
1655 Grant Street
10th Floor
Concord, California 94520-2445
Tel: 800-664-5345
About ASSETMARK, INC.
ASSETMARK, INC, formally registered with the SEC as ASSETMARK, INC. The firm was established in 03/08/1999. They have over 5 offices throughout the country.
ASSETMARK, INC. is a Concord, California based Financial Planning firm with nearly $55,215,464,971 assets under management, offering retirement planning & investment advisory services to 344691 clients. The firm is staffed with 752 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109018 |
| SEC# | 801-56323 |
| Assets Managed by Firm | $55,215,464,971 |
| No. of Clients | 344691 |
| No. of Advisors | 752 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 344691 | $55,215,464,971 |
| Individuals (other than high net worth individuals) | 332109 | $40,352,905,107 |
| High net worth individuals | 5014 | $9,573,614,985 |
| Pension and profit sharing plans | 4795 | $2,205,151,404 |
| Charitable organizations | 1151 | $570,236,637 |
| Corporations or other businesses | 1618 | $1,358,647,510 |
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