Chanachart
Chareonchump

Assetmark, Inc

CRD#4799406
Investment Advisor
in Washington, DC

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About this Advisor

Chanachart Chareonchump is a financial advisor who works out of Washington, District Of Columbia with a total of 7 years of relevant experience. Chareonchump is an advisor for Assetmark, Inc. Throughout their career, they have worked at Capital Brokerage Corporation, Genworth Financial, Centurion Capital Group, Inc, Assetmark Brokerage, LLC and Assetmark Financial, Inc. Chareonchump maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in District Of Columbia. Assetmark, Inc is a financial advisory company headquartered in Concord, CA. The investment advisory business has offices in four locations and a total of 752 people on staff. It has $55 billion in total assets across its 344,691 customer accounts, making it one of 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 associated with high-net-worth clients who have more than $1 million in investable assets. The company offers a broad assortment 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 fees usually are based on the type of financial services. Fee types charged by Assetmark, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Washington, DC

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

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

752

DC Average: 43
Total Number of Accounts

344,691

DC Average: 3,727
Average Account Size

$160,188

DC 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

Chanachart Chareonchump Work History

Chanachart has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Assetmark Brokerage, LLC

2014 - Present (10 years)

Assetmark Financial, Inc

2013 - 2014 (1 year)

Centurion Capital Group, Inc

2008 - 2014 (6 years)

Capital Brokerage Corporation

2008 - 2013 (5 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 Chanachart Chareonchump 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

Mindy Foulger
Concord, CA
Adrianna Beach
Phoenix, AZ
Nora Gillis
Concord, CA
Ryan Huddleston
Concord, CA
Jacqueline Sasson
Encino, CA
Eric Burkhardt
Concord, CA
Rachael Elken
Concord, CA
Justin Dirito
Plymouth, MA

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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