Salman
Ukani

Assetmark, Inc

CRD#5280592
Investment Advisor
in Concord, CA

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About this Advisor

Salman Ukani is a financial advisor who works in Concord, California, with a total of 1 year of relevant experience. Ukani currently works for Assetmark, Inc. During their career, the advisor has held roles at Rosati'S Pizza, Newbridge Securities Corporation, Calamos Financial Services LLC, Assetmark Financial Holdings, Inc, Assetmark Brokerage, LLC, Morningstar Investment Services LLC and Calamos Advisors LLC. Ukani has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Assetmark, Inc is a financial advisory firm operating out of Concord, CA. It has offices in four locations and a total of 752 advisors. It manages $55 billion in total assets across its 344,691 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 1,151 charitable organizations. Of its 344,691 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which service is offered. However, fee types billed by Assetmark, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Salman Ukani Work History

Salman has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Assetmark Financial Holdings, Inc

2022 - Present (2 years)

Assetmark Brokerage, LLC

2005 - Present (19 years)

Rosati'S Pizza

2018 - 2021 (3 years)

Morningstar Investment Services LLC

2015 - 2017 (2 years)

Calamos Financial Services LLC

2015 - 2017 (2 years)

Calamos Advisors LLC

2010 - 2015 (5 years)

Newbridge Securities Corporation

*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 Salman Ukani 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

Jennifer Fouke
Concord, CA
Sharlyn Leh
Sandusky, OH
Joy Walker
Sarasota, FL
Ryan Huddleston
Concord, CA
Rachael Elken
Concord, CA
Kezia Samuel
Denver, CO
Nora Gillis
Concord, CA
Jacqueline Sasson
Encino, 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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