Michael
Heavey
Assetmark, Inc
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About this Advisor
Michael Heavey is a financial advisor based in Concord, California with a total of 1 year of industry experience. Heavey is on the advisory team at Assetmark, Inc. Throughout their career, they have worked at Fidelity Brokerage Services LLC, Strategic Advisers, Inc, Flexible Plan Investments LTD, Ceros Financial Services, Inc, Oracle Corporation, Assetmark Financial Holdings, Inc and Assetmark Brokerage, LLC. Heavey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Assetmark, Inc is an advisory company based out of Concord, CA. It has offices in four locations and a total of 752 employees. It manages $55 billion in assets under management among its 344,691 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Assetmark, Inc provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Financial advisory fees depend on the services offered. However, fees charged by Assetmark, Inc most likely include some combination 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
Michael Heavey Work History
Michael has been registered as a financial advisor for 1 years.*
Assetmark Financial Holdings, Inc
Assetmark Brokerage, LLC
Flexible Plan Investments LTD
Ceros Financial Services, Inc
Oracle Corporation
Fidelity Brokerage Services LLC
Strategic Advisers, Inc
*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 Michael Heavey 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
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Encino, CA
Concord, CA
Concord, CA
Concord, 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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