Assetmark, Inc
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Overview
Assetmark, Inc is located at 1655 Grant Street, Concord, CA. The firm employs 247 financial advisors to manage client portfolios and provide financial guidance. Assetmark, Inc is not a registered broker-dealer.
Assetmark, Inc oversees $65.6 billion in assets under management across 374,574 accounts, of which 374,510 are discretionary and 64 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Assetmark, Inc includes asset-based and fixed fees. The firm has 6,735 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, pension consultant, and commodity pool advisor.
Assetmark, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Assetmark, Inc by the Numbers
$65.6 billion
709
374,574
$175.2 thousand
Products and Services
Assetmark, Inc provides a number of services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. However, Assetmark, Inc did not provide financial planning services to any of its clients in the last fiscal year. It is not involved in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely vary depending on the services provided. Fees billed by Assetmark, Inc may include some blend of the following fee types: asset-based or fixed. The firm does participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a number of different clients. The company provides services to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, and corporations. Out of its 6 clients, Assetmark, Inc's biggest client type by number of accounts is retail investors, but it also manages money for 6735 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 1.8%
- Other Individuals - 96.1%
- Corporations - 1.78%
- Charitable Organizations - 0.33%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Assetmark, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Assetmark, Inc
Concord, CA
Concord, CA
Concord, CA
Chicago, IL
Encino, CA
Concord, CA
Concord, CA
Concord, CA
Phoenix, AZ
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