Michael
Zarren
Assetmark, Inc
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About this Advisor
Michael Zarren is a financial advisor based in Brookeville, Maryland, working with Assetmark, Inc. Michael has previously held positions at Northern Lights Distributors, LLC, Orion Advisor Solutions, LLC, Assetmark Financial, Inc, and Assetmark Brokerage, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Michael is part of Assetmark, Inc, which operates out of Brookeville, Maryland. 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 Zarren Work History
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Northern Lights Distributors, LLC
Orion Advisor Solutions, LLC
Disclosures
Please visit the SEC profile of Michael Zarren 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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