ASSETMARK BROKERAGE, LLC

Broker-DealerFINRA MemberEst. 2014

Total AUM

—

Advisory reps

365

Avg account

Firm details

Headquarters: CONCORD, California
CRD number: 169804
Registered since: August 8, 2014
Website: www.assetmark.com

Firm profile

FINTRX

Overview

Assetmark Brokerage, LLC is organized as a limited liability company and has been SEC-registered since 2014. Public filings list its ownership as a combination of a domestic entity and an individual and classify the firm as "Unclassified." The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Assets & Accounts

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 20

JENNIFER MICHELLE DIEDENHOFEN
Vice President and Chief Compliance OfficerCRD 8223655
Michael Cerceo
Sales CoordinatorCRD 7649521
MICHAEL KIM
President and CEOCRD 3095923