Matthew
Parrett

Assetmark, Inc

CRD#6352006
Investment Advisor
in Concord, CA

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About this Advisor

Matthew Parrett is a financial advisor working out of Concord, California with 2 years of industry experience. Parrett is currently employed by Assetmark, Inc. During their career, the advisor has held roles at Fidelity Brokerage Services, LLC, University Of Massachusetts Amherst, Mayfair Realty & Development, B&M Catering Company, Worcester Dining Common, The Pioneer Group, Inc, Nasdaq, W.E. Donoghue & Co., LLC, Northern Lights Distributors, LLC, John Hancock, John Hancock Distributors LLC, Assetmark Financial, Inc and Assetmark Brokerage, LLC. Parrett has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Massachusetts. Assetmark, Inc is a registered investment business that has its headquarters in Concord, CA. The company has offices in four locations and a total of 752 people on staff. It controls $55 billion in total assets between its 344,691 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. Assetmark, Inc has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Financial management fees vary depending on the services. However, fees billed by Assetmark, Inc likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1655 Grant Street 10Th Floor
Concord, CA 94520-2445

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

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

752

CA Average: 43
Total Number of Accounts

344,691

CA Average: 3,727
Average Account Size

$160,188

CA Average: $2,033,427

Investment Advisory Services

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

Matthew Parrett Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Assetmark Financial, Inc

2021 - Present (3 years)

Assetmark Brokerage, LLC

2021 - 2021 (< 1 year)

John Hancock Distributors LLC

2020 - 2021 (1 year)

John Hancock

2018 - 2020 (2 years)

W.E. Donoghue & Co., LLC

2018 - 2020 (2 years)

Northern Lights Distributors, LLC

2017 - 2018 (1 year)

Nasdaq

2015 - 2017 (2 years)

The Pioneer Group, Inc

2014 - 2014 (< 1 year)

Fidelity Brokerage Services, LLC

2014 - 2014 (< 1 year)

Worcester Dining Common

2013 - 2013 (< 1 year)

Mayfair Realty & Development

2012 - 2013 (1 year)

B&M Catering Company

2010 - 2014 (4 years)

University Of Massachusetts Amherst

*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 Parrett 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

John Browning
Concord, CA
Rachael Elken
Concord, CA
Ryan Huddleston
Concord, CA
Dylan Schlott
Concord, CA
Justin Dirito
Plymouth, MA
Ryan Nolan
Concord, CA
Jennifer Fouke
Concord, CA
Eric Burkhardt
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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