Ryan
Allessio
Assetmark, Inc
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About this Advisor
Ryan Allessio is a financial advisor based in Newton, Massachusetts. Allessio is currently employed by Assetmark, Inc. Their career trajectory has included roles at Massmutual Financial Group, Beaumont Financial Partners LLC, Beaumont Capital Management LLC, Tandem Wealth Advisors LLC, Brinker Capital Securities, Orion Portfolio Solutions, Assetmark Brokerage, LLC and Assetmark Financial Holdings, Inc. Allessio holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Assetmark, Inc is a registered investment company headquartered in Concord, CA. The firm has offices in four locations and a total of 752 people on staff. It manages $55 billion in assets between its 344,691 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 1,151 charities and foundations. Of its 344,691 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a number 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 depend on which services the firm provides the client. Fees charged by Assetmark, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$55,215,464,971
752
344,691
$160,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Ryan Allessio Work History
Ryan has been registered as a financial advisor for 0 years.*
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Brinker Capital Securities
Orion Portfolio Solutions
Beaumont Capital Management LLC
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC
Beaumont Financial Partners LLC
Massmutual Financial Group
*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 Ryan Allessio 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
Denver, CO
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Sandusky, OH
Concord, CA
Concord, CA
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