Holly
Schwartz
Assetmark, Inc
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About this Advisor
Holly Schwartz is a financial advisor based in Chicago, Illinois, working with Assetmark, Inc. Holly has previously held positions at Assetmark, Wipfli, Highschool Student, College Student - University Of Missouri, University Of Missouri, Assetmark Financial Holdings, Inc, and Assetmark Brokerage, LLC. Holly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Holly is part of Assetmark, Inc, which operates out of Chicago, Illinois. 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
Holly Schwartz Work History
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Wipfli
Wipfli
University Of Missouri
Assetmark
University Of Missouri
College Student -University Of Missouri
Highschool Student
Disclosures
Please visit the SEC profile of Holly Schwartz 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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