firm profile
Assetmark, Inc.
Overview
Assetmark, Inc. is an SEC registered investment adviser based in Concord, CA, registered since 1996. It reports $91.8B in assets under management across 456,453 accounts, with 859 employees. It has 217 investment adviser representatives.
- Reported AUM
- $91.8B
- Discretionary
- 99%
- Accounts
- 456,453
- Average account
- $201K
- Employees
- 859
- Advisory reps
- 217
- Registered since
- 1996
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- Hyun Michael Kim Chief Executive Officer, President, Chief Client Officer CRD 3095923
- Lou Maiuri Chairperson of the Board, Director CRD 8005323
- Carrie Ellen Hansen Chief Operating Officer, Director CRD 4781315
5 more executive officers, with direct contact details
Advisory reps 3 of 217
- Michael Joel Abelson Registered Rep · Investment Adviser Rep CRD 2343295
- Jennifer Linda Adams Registered Rep · Investment Adviser Rep CRD 4021296
- Eric Thomas Alexander Registered Rep · Investment Adviser Rep CRD 5237731
214 more advisory 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
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: go-retire.com/assetmark
Every state, with registration dates
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