Phillip
Legorreta

Assetmark, Inc

CRD#5247728
Investment Advisor
in Concord, CA

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About this Advisor

Phillip Legorreta is a financial advisor who works out of Concord, California, who has 5 years of relevant experience. Legorreta currently works for Assetmark, Inc. Throughout their career, they have worked at Capital Brokerage Corp, Genworth Financial, Centurion Capital Group, Inc, Assetmark Brokerage, LLC and Assetmark Financial, Inc. Legorreta maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Illinois. Assetmark, Inc is a company headquartered in Concord, CA. The investment advisory business has offices in four locations and a total of 752 advisors. It oversees $55 billion in assets under management across its 344,691 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a diverse set 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 fee schedules usually depend on which services are provided. Fees billed by Assetmark, Inc most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

Phillip Legorreta Work History

Phillip has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Assetmark Brokerage, LLC

2014 - Present (10 years)

Assetmark Financial, Inc

2013 - 2014 (1 year)

Centurion Capital Group, Inc

2010 - 2013 (3 years)

Capital Brokerage Corp

2010 - 2013 (3 years)

Genworth Financial

*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 Phillip Legorreta 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

Sharlyn Leh
Sandusky, OH
Rachael Elken
Concord, CA
Ryan Nolan
Concord, CA
Jennifer Fouke
Concord, CA
Dylan Schlott
Concord, CA
Mindy Foulger
Concord, CA
Justin Dirito
Plymouth, MA
John Browning
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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