ASSETMARK, INC. - Financial Advisor in California, Concord

Tel: 800-664-5345 1655 Grant Street 10th Floor Concord, California 94520-2445

About ASSETMARK, INC.

ASSETMARK, INC. is a Concord, California based financial advisory firm with nearly $65,618,270,379 in assets under management and provides investment advisory services for 374574 clients. There are currently 709 financial advisors at the firm.

General Information

Firm CRD#:

109018

Firm SEC#:

801-56323

Assets Under Management:

$65,618,270,379

No. of Clients:

374574

No. of Advisors:

709

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in California, Concord

FirmCRD#:172087

SEC#:801-118414

No. of Advisors:7

No. of Clients:293

AUM:$281,500,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ARCHVEST WEALTH ADVISORS, INC.

172087

801-118414

293

$281,500,000

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