Assetmark, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

109018

SEC number

801-56323

Firm type

RIA

Assets under management

$91.8B as of May 18, 2026

Website

micro.fmgsuite.com/assetmark-marketing-advantage/signup ↗

Phone

800-664-5345

Address

1655 Grant Street, Concord, CA, 94520-2445

Advisors at this firm

170 in our index · page 2 of 4

• Madeline Joyce EhlertCRD 7438096 · Chicago, IL
  IA Registered
• Jacob Irwin EpsteinCRD 7856458 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Michael Joseph FergusonCRD 5474307 · Gilbert, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Paul FitzgeraldCRD 5166086 · Studio City, CA
  IA RegisteredBroker
• Mindy Sue FoulgerCRD 2641563 · Centennial, CO
  IA RegisteredBroker
• Josesph FioriCRD 5910224 · Austin, TX
  IA RegisteredBroker
• Scott Matthew FrielCRD 2205230 · Omaha, NE
  IA Registered
• Patrick John GaraCRD 4760396 · Chicago, IL
  IA RegisteredBroker
• Nora GillisCRD 6006291 · Pittstown, NJ
  IA RegisteredBroker
• Gretchen Beth GolembewskiCRD 2702255 · Centerville, MA
  IA RegisteredBroker
• Nidya Garcia-JimenezCRD 6888498 · Northridge, CA
  IA RegisteredBroker
• Ryan John-Boedges GodierCRD 6758272 · Charlotte, NC
  IA RegisteredBroker
• Warren Jackson GreenCRD 7804400 · Conchohocken, PA
  IA RegisteredBroker
• Shelby Rose HayesCRD 6875497 · Austin, TX
  IA RegisteredBroker
• Frank Albert HaynCRD 3041123 · Atlanta, GA
  IA RegisteredBroker
• Alejandro HerreraCRD 6318424 · Chicago, IL
  IA RegisteredBroker
• Bacilisa Erica HerreraCRD 5720235 · Chicago, IL
  IA RegisteredBroker
• Eric C HoelterCRD 5486272 · Crown Point, IN
  IA RegisteredBroker
• Alyssa HullCRD 6906477 · Chicago, IL
  IA RegisteredBroker
• Anthony Nghia HuynhCRD 2923329 · Anaheim Hills, CA
  IA RegisteredBroker
• Bethany Ann HatchCRD 7520716 · Phoenix, AZ
  IA RegisteredBroker
• John HenryCRD 1910378 · Waterville, OH
  IA Registered
  Disclosure event(s) on record
• Cristian HerreraCRD 7423431 · Chicago, IL
  IA RegisteredBroker
• Andrew W HirschlerCRD 1706104 · New City, NY
  IA RegisteredBroker
• Christian John HorcherCRD 7835599 · Chicago, IL
  IA RegisteredBroker
• Mitchell Edward HotzCRD 7313359 · Chicago, IL
  IA RegisteredBroker
• Ann HuchingsonCRD 7008405 · Concord, CA
  IA Registered
• Ryan James HuddlestonCRD 5894991 · Tarzana, CA
  IA RegisteredBroker
• Michael Aaron JonesCRD 4990876 · Scottsdale, AZ
  IA RegisteredBroker
• Robert Gary JeschCRD 1853071 · Parker, CO
  IA RegisteredBroker
• Madelon Ross JohnsonCRD 4826887 · Seffner, FL
  IA RegisteredBroker
• Dennis Joseph KeeleyCRD 1798422 · Kennesaw, GA
  IA RegisteredBroker
• Karri H KeepersCRD 4282068 · Verona, WI
  IA Registered
• Michael KimCRD 3095923 · Concord, CA
  IA RegisteredBroker
• Kirstyn Rae KunzCRD 5977529 · Collierville, TN
  IA RegisteredBroker
• Vatche KaprielianCRD 7341542 · Paramus, NJ
  IA RegisteredBroker
• Daniel Jiyong KimCRD 6930422 · Chicago, IL
  IA RegisteredBroker
• Chloe Elizabeth KnappCRD 7117833 · Chicago, IL
  IA RegisteredBroker
• Anthony Scott KucCRD 7961460 · Phoenix, AZ
  IA RegisteredBroker
• Brandon Georges LabordeCRD 5517828 · Ojai, CA
  IA RegisteredBroker
• Nick Oron LapinCRD 6267855 · Beverly Hills, CA
  IA RegisteredBroker
• Phillip E LegorretaCRD 5247728 · Chicago, IL
  IA RegisteredBroker
• Cruz LagunasCRD 7535360 · Chicago, IL
  IA Registered
  Disclosure event(s) on record
• Odalys LaraCRD 7214384 · Chicago, IL
  IA RegisteredBroker
• Robert Anthony LimaCRD 7264955 · Chicago, IL
  IA RegisteredBroker
• Cal LockettiCRD 7447113 · Chicago, IL
  IA RegisteredBroker
• Francesco Giuseppe MaggioraCRD 4027653 · Austin, TX
  IA RegisteredBroker
• Phillip Edwin ManningCRD 4611921 · Concord, CA
  IA RegisteredBroker
• Todd Robert MarsellCRD 4816620 · Plainfield, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason F. MillerCRD 5299535 · Encino, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.