Marie
Hynes

Assetmark, Inc

CRD#3251603
Investment Advisor
in Phoenix, AZ

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About this Advisor

Marie Hynes is a financial advisor located in Phoenix, Arizona. Currently an advisor at Assetmark, Inc, they have gathered 10 years of professional experience in the financial advisory industry. Hynes maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative. Hynes is registered to work with investors in Arizona. Hynes has gained experience at Northern Trust Bank, Northern Trust Securities Inc, Assetmark Brokerage, LLC and Assetmark Financial Inc. Assetmark, Inc is based out of Phoenix, Arizona, and has five additional brick-and-mortar locations in the nation. Overall, Assetmark, Inc manages $30 billion in assets across 178,086 client accounts and retains more than 476 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 178,053 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Assetmark, Inc can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

3200 N. Central Avenue 7Th Floor
Phoenix, AZ 85012-2426

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$29,542,087,471

AZ Average: $7,578,581,321
Total Number of Employees

476

AZ Average: 43
Total Number of Accounts

178,086

AZ Average: 3,727
Average Account Size

$165,887

AZ Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Marie Hynes Work History

Marie has 11 years of experience.

2019 - Present (1 year)

Assetmark Brokerage, LLC

2019 - Present (1 year)

Assetmark Financial Inc

2009 - 2019 (10 years)

Northern Trust Bank

2009 - 2019 (10 years)

Northern Trust Securities Inc

Disclosures

Marie Hynes has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Assetmark, Inc

Richard Repa
Chicago, IL
Joseph Krasucki
Concord, CA
Michael Jones
Scottsdale, AZ
Sara Paulson
Mukwonago, WI
Phillip Legorreta
Concord, CA
Paul Mankarious
Concord, CA
Alyssa Seidl
Chicago, IL
Brandon Swift
Chicago, IL

This content was compiled from the SEC and FINRA.

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