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Last updated on Sept. 9, 2019
    • $29.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 178K
    • $165.9K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Cathleen M Clauson
July 2016
Daniel A Bennett
March 2018
Michael Joseph Ferguson
November 2018
Cindi Lee Cullen
June 2019
Suroor Raziuddin Karim
May 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Assetmark Brokerage, LLC Broker-Dealer --
    Assetmark Trust Company -- --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Mukesh Kantilal Mehta Chief Information Officer March, 2017 less than 5%
      H. Michael Michael Kim Chief Client Officer August, 2014 less than 5%
      Gary G. Zyla Chief Financial Officer & Director December, 2010 less than 5%
      Ted Fyke Angus General Counsel & Director November, 2010 less than 5%
      Carrie Ellen Hansen Chief Operating Officer & Director April, 2008 less than 5%
      Jeremiah Harrison Chafkin Chief Investment Officer August, 2014 less than 5%
      Natalie Grace Wolfsen Chief Commercialization Officer May, 2014 less than 5%
      Claire Golveo Blue Chief Compliance Officer April, 2014 less than 5%
      Charles George Goldman President, Chief Executive Officer And Director January, 2014 less than 5%
        Source: SEC


        There is no compensation data available to display at this time