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FIRM PROFILE
Overview
ASSETMARK BROKERAGE, LLC is located at 1655 Grant Street, 10th Floor, Concord, CA 94520 and was first established at San Francisco, Delaware in 09/25/2013. After operating for 12 years, ASSETMARK BROKERAGE, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ASSETMARK BROKERAGE, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ASSETMARK BROKERAGE, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ASSETMARK BROKERAGE, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ASSETMARK BROKERAGE, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ASSETMARK BROKERAGE, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ASSETMARK BROKERAGE, LLC Comes From
Understanding the Statistics for ASSETMARK BROKERAGE, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1655 Grant Street 10th Floor, Concord, CA, 94520
1655 Grant Street 10th Floor, Concord, CA, 94520
Medium
(818) 528-3727
Delaware since 09/25/2013
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at ASSETMARK BROKERAGE, LLC
Brooke Enrica Turner
Sara Anne Paulson
Dennis Joseph Keeley
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