Assetmark Brokerage, LLC

Overview

Assetmark Brokerage, LLC is a Broker Dealer based in Concord, CA, formed in 2013 in Delaware. Its 369 registered representatives work across 5 branch offices in 5 states.

Registered reps

369

Branch offices

5

Formed

2013

Jurisdictions

53

Contact

1 phone number on file

Practice

Products and services

• Mutual Funds
• Mutual Fund/Underwriter

Executive officers 3 of 5

• Carrie Ellen Hansen President, Managing Principal CRD 4781315
• John Henry Koval Chief Financial Officer, Financial And Operations Principal, Principal Financial Officer CRD 2468284
• Ryan Scott Lambuth Chief Compliance Officer CRD 5382199

2 more executive officers, with direct contact details

Registered reps 3 of 369

• Michael Joel Abelson Registered Rep · Investment Adviser Rep CRD 2343295
• Amanda Adams Registered Rep CRD 7912154
• Jennifer Linda Adams Registered Rep · Investment Adviser Rep CRD 4021296

366 more registered reps, with emails, phones and branch locations

Location

Headquarters

1655 Grant St Fl 10
Concord, CA 94520

County

Contra Costa

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Branch offices

5 in 5 states, including Austin, TX, Charlotte, NC and Chicago, IL

Registrations

• FINRA member, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: assetmark.com

Every state, with registration dates

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