AssetMark, Inc.

 AssetMark, Inc. contact information is shown below
Owner:ASSETMARK, INC.
Owner Address:2300 Contra Costa Boulevard, Suite 600 Pleasant Hill CA 94523
Owner Web Site
Owner Phone
Owner Toll Free
Owner Fax

 

Brands Owned by AssetMark, Inc.

Brand:

LEADING WITH PURPOSE

Description:

Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals

Category: ACTING AS BROKER
ALTERNATIVE INVESTMENTS
ASSISTING OTHERS WITH THE COMPLETION
CAPITAL INVESTMENT SERVICES
COMMODITIES FINANCIAL RISK MANAGEMENT CONSULTATION
CONSULTATION
CREATION
DEALERS
EQUITIES
FINANCIAL SERVICES
FINANCIAL TRANSACTION SERVICES
FIXED-INCOME PRODUCTS
INVESTMENT ADVISORY
INVESTMENT COUNSELING
INVESTMENT FUND TRANSFER
INVESTMENT SERVICES
MANAGEMENT
MANAGEMENT SERVICES FINANCIAL PLANNING SERVICES
PORTFOLIO MANAGEMENT FINANCIAL
SECURITIES TRADING
TRANSACTION SERVICES