findmyFA.app
The register of American financial advisors

Home / Firms / Assetmark, Inc.

Assetmark, Inc.

CRD 109018  ·  Concord, CA  ·  $91.8B AUM

RIA

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 3 of 4

← Previous101–150 of 170Next →

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.

SEC IAPD record for firm CRD 109018 ↗ FINRA BrokerCheck record for firm CRD 109018 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.