Assetmark Brokerage, LLC

Overview

Assetmark Brokerage, LLC is organized as a limited liability company and is classified in FINTRX as a fund distributor. The record indicates ownership ties to a domestic entity and an individual. The firm does not appear to act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available data contains no detail on fee schedules, advisory offerings, or client segments, so its primary role in the value chain appears focused on distribution rather than discretionary asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices