Vincent
Gimarelli
Assetmark, Inc
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About this Advisor
Vincent Gimarelli is a financial advisor based in Lake Oswego, Oregon, working with Assetmark, Inc. Vincent has previously held positions at Fred Alger & Co., Inc, Freestone Capital Management, LLC, Mercer Global Advisors Inc, Osborne Partners Capital Management, LLC, Asi Wealth Management & Consulting Services, Hemispheres Consulting Inc, and Assetmark Financial Holdings, Inc. Vincent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Vincent is part of Assetmark, Inc, which operates out of Lake Oswego, Oregon. 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
Vincent Gimarelli Work History
Assetmark Financial Holdings, Inc
Hemispheres Consulting Inc
Asi Wealth Management & Consulting Services
Osborne Partners Capital Management, LLC
Mercer Global Advisors Inc
Freestone Capital Management, LLC
Fred Alger & Co., Inc
Disclosures
Please visit the SEC profile of Vincent Gimarelli 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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