Assetmark Brokerage, LLC

Overview

Assetmark Brokerage, LLC is a limited liability company that registered with the SEC in 2014. FINTRX categorizes the firm as a fund distributor rather than a capital allocator or advisory manager, and its recorded owner type is a domestic entity/individual. The firm’s public profile on FINTRX indicates a narrow regulatory and product posture: it is not identified as a multi-state adviser, it is not flagged as an active ESG investor, and it is not listed as a pension consultant, related adviser, or newly formed adviser. Other operational details such as fee structure, client segments, and specific advisory activities were not provided in the source data.

Assets & Accounts

Location & Offices