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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 $65,618,270,379 assets under management, offering retirement planning & investment advisory services to 374574 clients. The firm is staffed with 709 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109018 |
| SEC# | 801-56323 |
| Assets Managed by Firm | $65,618,270,379 |
| No. of Clients | 374574 |
| No. of Advisors | 709 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 374574 | $65,618,270,379 |
| Individuals (other than high net worth individuals) | 359945 | $46,808,738,867 |
| High net worth individuals | 6735 | $12,674,731,007 |
| Pension and profit sharing plans | 4895 | $2,731,711,406 |
| Charitable organizations | 1228 | $661,881,849 |
| Corporations or other businesses | 1767 | $1,575,913,555 |
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