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ASSETMARK, INC.
CONCORD, CA
800-664-5345
SEC #801-56323Total AUM
$91.8B
Employees
859Clients
456,454Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1655 GRANT STREET
10TH FLOOR
CONCORD
CA 94520-2445
United States
10TH FLOOR
CONCORD
CA 94520-2445
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-664-5345
Other Offices
4
Financials
Total AUM
$91.8B
Accounts
456,453Discretionary
$90.9B
Accounts
456,450Non-Discretionary
$838.1M
Accounts
3
Clients
Individual Clients
436,288AUM
$63B
HNW Individual Clients
11,731AUM
$21.8B
Investment Company Clients
2AUM
$0
Pension/Profit Sharing Plan Clients
4,797AUM
$3.2B
Charitable Organization Clients
1,649AUM
$909.7M
Insurance Company Clients
1AUM
$510M
Corporation or Business Clients
1,985AUM
$2B
Other Clients
1AUM
$328.1M
Description of Other Clients
MODEL PORTFOLIOS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.