Nicholas James Savage

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

• 12/2016 → 05/2019
  Domino's
  Columbia, MO
• 02/2018 → 04/2018
  University Of Missouri
  Columbia, MO
• 05/2015 → 11/2016
  Pickleman's
  Columbia, MO
• 08/2014 → 05/2019
  University Of Missouri
  Columbia, MO
• 08/2019 → 06/2021
  Sei
  Oaks, PA
• 06/2021 → 08/2024
  Sei
  Oaks, PA
• 01/2025 → Present
  Assetmark Financial Holdings, Inc
  Costa Mesa, CA
• 02/2025 → Present
  Assetmark Brokerage, Llc
  Costa Mesa, CA
• 08/2024 → 01/2025
  Unemployed
  Costa Mesa, CA

Previous Registrations

• 2023-03-13 → 2024-08-19
  Sei Investments Management Corp
  Oaks, PA
  Philadelphia, PA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2025 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-13
• S63 Uniform Securities Agent State Law Examination
  2019-12-17