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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

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

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