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Assetmark, Inc. CRD 109018
$91.8B regulatory AUM 220,268 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2011-06-16 |
Branch Locations
Highlands Ranch, CO • United States
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Highlands Ranch | CO | 08/2014 | Present |
| Assetmark Financial Holdings, Inc | Highlands Ranch | CO | 08/2014 | Present |
| Assetmark, Inc | Highlands Ranch | CO | 08/2014 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2014 - 160 HRS / MONTHLY, SENIOR REGIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
| S66 | Uniform Combined State Law Examination | 1999-09-01 |
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