Assetmark Brokerage, LLC

Overview

Assetmark Brokerage, LLC is a limited liability company that registered with the SEC in 2014 and is classified in the FINTRX snapshot as a fund distributor rather than a capital allocator or multi-state advisory firm. The firm is owned by a mix of domestic entities and individuals. Its profile indicates it does not act as a pension consultant, is not a related adviser, and is not identified as an active ESG investor. Given that classification, the firm's role is likely centered on distributing pooled investment products and supporting intermediary sales channels rather than directly managing discretionary client capital or building proprietary investment mandates. FINTRX does not list separate business or advisory activities for the firm beyond the distributor designation.

Assets & Accounts

Location & Offices