Samuel
Springberg
Assetmark, Inc
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About this Advisor
Samuel Springberg is a financial advisor based out of Phoenix, Arizona who has 1 year of relevant experience. Springberg is an employee of Assetmark, Inc. Throughout their career, they have worked at Axa Advisors, LLC, University Of Arizona, Doubletree Hilton, Pionic Pizza, Tapingo, Masonry And More, Lake Havasu High School, College Street Brewhouse And Pub, Equitable Advisors, LLC, Assetmark Financial Holdings, Inc and Assetmark Brokerage, LLC. Springberg has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Assetmark, Inc is a financial advisory company based in Concord, CA. It has offices in four locations and a total of 752 advisors. It oversees $55 billion in total assets between its 344,691 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. The firm provides a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which service is provided. Fees charged by Assetmark, Inc can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$55,215,464,971
752
344,691
$160,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Samuel Springberg Work History
Samuel has been registered as a financial advisor for 1 years.*
Assetmark Financial Holdings, Inc
Assetmark Brokerage, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Doubletree Hilton
Pionic Pizza
Tapingo
Masonry And More
University Of Arizona
College Street Brewhouse And Pub
Lake Havasu High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Springberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Assetmark, Inc
Concord, CA
Denver, CO
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Concord, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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