Assetmark, Inc.

RIASEC Registered

Total AUM

$91.8B

Discretionary

$90.9B

99% of AUM

Avg account

$201K

Accounts

456,453

Employees

859

Advisory reps

230

Firm details

Headquarters: Concord, California
CRD number: 109018
Registered since: March 8, 1999
Website: www.assetmark.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals68.62%
HNWI23.81%
Pension & Profit Sharing Plans3.53%
Corporations / Businesses2.13%
Charitable Organizations0.99%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Assetmark, Inc. is a corporation operating as a non-independent retail registered investment adviser. The firm is SEC-registered (1999) and serves both individual & family clients and institutional mandates. Its advisory scope includes portfolio management for individuals and small businesses, management for investment companies and institutional/business accounts, and selection of third‑party advisers. Assetmark also functions as a capital allocator and has CPO/CTA activities on its business roster. The firm reports being an active ESG investor and offers fee structures that include percentage-of-AUM and fixed fees.