Michael
Rossi
Assetmark, Inc
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About this Advisor
Michael Rossi is a financial advisor based in Concord, California, working with Assetmark, Inc. Michael has previously held positions at Securian Financial Services, Inc, Minnesota Life Insurance Company, Renaissance Financial, Assetmark Financial Holdings, Inc, and Assetmark Brokerage LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Michael is part of Assetmark, Inc, which operates out of Concord, California. The firm has 4 offices and 709 employees. The firm manages assets totaling $65.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Assetmark, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$65,618,270,379
709
374,574
$175,181
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Michael Rossi Work History
Assetmark Financial Holdings, Inc
Assetmark Brokerage LLC
Renaissance Financial
Securian Financial Services, Inc
Minnesota Life Insurance Company
Disclosures
Please visit the SEC profile of Michael Rossi 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
Concord, CA
Concord, CA
Chicago, IL
Encino, CA
Concord, CA
Concord, CA
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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