Alyssa Hull

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

• 04/2020 → Present
  Assetmark Financial Holdings, Inc.
  Chicago, IL
• 01/2018 → 04/2020
  Ramirez & Rains
  Chicago, IL
• 09/2017 → 12/2017
  Jewell Events Catering
  Chicago, IL
• 09/2014 → 12/2017
  Crossway Church
  Millersville, PA
• 01/2018 → 06/2018
  Moody Bible Institute
  Chicago, IL
• 09/2020 → Present
  Assetmark Brokerage, Llc
  Chicago, IL

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2020 - 160 HRS / MONTHLY, MANAGER, CLIENT SUCCESS TECHNOLOGY OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-18
• S65 Uniform Investment Adviser Law Examination
  2020-10-30