Michael Kim

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Assetmark Brokerage, Llc
  Concord, CA
• 08/2014 → Present
  Assetmark Financial Holdings, Inc.
  Concord, CA
• 03/2021 → Present
  Alamo Asset Management Llc
  Alamo, CA

Other Businesses

1. ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2014 - 160 HRS / MONTHLY, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.  2. GLG(GLG.IT) - WEALTH MANAGEMENT INDUSTRY CONSULTATION ON KEY TRENDS IN INDUSTRY - CONSULTANT - START DATE 11/2019 - 1-2 HRS/MONTHLY - 0 HOURS DURING TRADING - NOT INVESTMENT RELATED. 3. ALAMO ASSET MANAGEMENT LLC - NOT INVESTMENT RELATED - ALAMO, CA - NATURE OF BUSINESS: REAL ESTATE PROPERTY MANAGEMENT - TITLE: PARTNER - DUTIES: MANAGEMENT OF ALAMO ASSET MANAGEMENT LLC - START DATE 3/1/2021 - 5 HOURS MONTHLY; 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-16

Other Names

• Hyun Kim
• Hyun Michael Kim
• H Michael Kim
• Michael Kim
• H Michael Michael Kim
• H. Michael Michael Kim