Assetmark Brokerage, LLC
Firm details
- Headquarters
- Concord, California
- CRD number
- 169804
- Registered since
- August 8, 2014
- Website
- www.assetmark.com
Firm profile
FINTRXOverview
Assetmark Brokerage, LLC is organized as a limited liability company and is registered with the SEC since 2014. FINTRX classifies the firm as a fund distributor rather than a traditional investment manager or capital allocator. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 25
Michael Kim
President and CEOCRD 3095923
Carrie Hansen
Chief Operating OfficerCRD 4781315
John Koval
Chief Compliance OfficerCRD 2468284
Contacts
3 of 345
Faith Chaffee
Regional ConsultantCRD 5643097
Joel Vause
Sales ConsultantCRD 5662361
Jeffrey Walker
Portfolio ManagerCRD 5696654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, CA
Contra Costa
Location
Concord, CA
Headquartered in Concord, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1655 Grant St
- Time zone
- PT (UTC-8)
- Office locations
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