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 registered with the SEC in 2014. The firm is classified as a fund distributor rather than a discretionary asset manager or capital allocator. Ownership is listed as a domestic entity/individual. The available records indicate the firm does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or a related adviser. Specific business or advisory activity descriptions were not provided in the source material.
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
Similar firms
Kinecta Financial & Insurance Services
Broker-DealerWoodland Hills, CA
KAL Capital Markets LLC
Broker-DealerLong Beach, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Montrose Securities International
Broker-DealerSausalito, CA
Probitas Funds Group, LLC
Broker-DealerSan Francisco, CA
AQ Technology Partners LLC
Broker-DealerRedwood City, CA