Matthew
Dagostino
Assetmark, Inc
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About this Advisor
Matthew Dagostino is a financial advisor who works in Concord, California with 6 years of industry experience. Dagostino is an employee of Assetmark, Inc. During their career, Dagostino has held roles at Assetmark Financial, Inc, Gelson'S Supermarkets, Assetmark Brokerage, LLC, Moorpark College and California State University Northridge. Dagostino holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Assetmark, Inc is an advisory company based out of Concord, CA. The investment advisory business has offices in four locations and a total of 752 people on staff. It administers $55 billion in assets under management among its 344,691 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 1,151 charitable organizations. Of its 344,691 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a number 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 vary depending on which service is provided. Fees billed by Assetmark, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$55,215,464,971
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
752
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
344,691
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Matthew Dagostino Work History
Matthew has been registered as a financial advisor for 6 years.*
Assetmark Financial, Inc
Assetmark Brokerage, LLC
California State University Northridge
Gelson'S Supermarkets
Moorpark College
*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 Matthew Dagostino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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