Assetmark Trust Company Phone Number

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800-664-5345

Request a Consultation. If you’re a financial advisor working with AssetMark, contact us directly at 800-664-5345 or [email protected] If you're an investor seeking access to account information, please contact your financial advisor. If you'd like to make a request to AssetMark under the California Consumer Privacy Act, complete this form.

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Updated: 6 hours ago

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Through AssetMark Trust Company, we provide secure, reliable, and flexible supervision of your clients’ assets. Financial advisors remain the primary point of contact and manage their clients’ trust assets as needed, and gain peace of mind knowing their clients’ assets are safe and secure in the hands of dedicated professionals.

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Updated: 1 hours ago

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800-664-5345

Advisors working with us should contact their consulting or service team at 1-800-664-5345. If you're an investor seeking access to your online accounts, please contact your financial advisor directly. AssetMark. 1655 Grant Street, 10th Floor. Concord, CA 94520.

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Updated: 9 hours ago

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Company Type For Profit Phone Number 1 (800)822-4227 AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors.

Founder: Ron Cordes

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Assetmark Trust Company entity tipe is Profit. Company number assigned to this company is 07187497. Assetmark Trust Company principal address is 3200 N Central Ave 7Th Fl Phoenix, Az 85012-2426. You can find this business by geo coordinates: 33° 29' 8.3" N , 112° 4' 27.7" W.

Company Number: 07187497
Incorporation Date: 1994-08-24
Company Type: Profit
Name: Assetmark Trust Company

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AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors

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SEC File Number − 801 56323 IA Firm CRD Number - 109018 ITEM 1 – COVER PAGE AssetMark, Inc. please contact AssetMark using the above information. The information in this Brochure has not been AssetMark and AssetMark Trust Company (“AssetMark Trust”) are wholly-owned Indirect subsidiaries of Huatai Securities, Co., Ltd.

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ascensus trust company 00005970 assetmark trust company 00007192 associated investment services, inc. 00000268 avantax investment services, inc. 00000052 axos clearing llc 00005981 axos clearing llc/e*trade savings bank 00000753 b.c. ziegler and company 00000955 bank of america n.a. 00002236 bank of america, national association 00009034 00002500

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Updated: 5 hours ago

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CODE. DESCRIPTION. AF0361. The Mark Was First Used Anywhere In A Different Form Other Than That Sought To Be Registered At Least As Early As 03/00/2011. AF0362. The Mark Was First Used In Commerce In A Different Form Other Than That Sought To Be Registered At Least As Early As 03/00/2011. D10000. "Cash" And "Trust Company Service".

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Search Assistant manager of bookkeeping jobs. Get the right Assistant manager of bookkeeping job with company ratings & salaries. 8,468 open jobs for Assistant manager of bookkeeping.

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Assetmark, registered in 1999, serves 53 state(s) with a licensed staff of 145 advisors. Assetmark manages $47.0 billion and provides investment advisory services for 253,110 clients (1:1746 advisor/client ratio).

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AssetMark has 729 employees across 2 locations and $432.08 M in annual revenue in FY 2020. See insights on AssetMark including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.

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800-664-5345

For questions or concerns regarding a AssetMark Trust account, please contact AssetMark Trust Company at 800-664-5345 then option 1 for service, then option 1 for AssetMark Trust. *To help maintain the security of your financial information, please do not include your account number or Social Security number in email correspondence.

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Updated: 7 hours ago

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View Gaurav Auditya's business profile as Chief Operating Officer & Senior VP, Assetmark Trust at AssetMark. Find contact's direct phone number, email address, work history, and more.

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ASSETMARK TRUST COMPANY. ASSETMARK TRUST COMPANY (Number: 32057894621) is located at 1655 GRANT ST STE 1000, CONCORD, CA 94520, established on 2013-08-31 (8 years ago). The final info updated on 2021-10 …

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Assetmark Trust Company is a Texas Corporation. The company's filing status is listed as Forfeited and its File Number is 32057894621. The Registered Agent on file for this company is Not ON File. The company's principal address is 1655 Grant St Fl 10, Concord, CA 94520-2445. Company Information.

Location: CA

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Ever since AssetMark was founded in 1996, we’ve supported financial advisors in their efforts to deliver financial wellbeing for their clients. By developing innovative solutions—such as PortfolioEngine and Guided Portfolio Solutions—we’ve pushed the boundaries of what a third-party asset management platform (TAMP) can be.

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ASSETMARK TRUST COMPANY: TEXAS CORPORATION: WRITE REVIEW: Address: 1655 Grant St Fl 10 Concord, CA 94520-2445: Registered Agent: Not ON File: Filing Date: File Number: 32057894621: Contact Us About The Company

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How do AssetMark, Inc., AssetMark Trust Company, AssetMark Retirement Services, Inc., and AssetMark Brokerage, LLC collect my personal information? We collect your personal information, for example, when you: Open an account or seek advice about your investments; Enter into an investment advisory contract; Direct us to buy or sell securities

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How do AssetMark, Inc., AssetMark Trust Company, AssetMark Retirement Services, Inc., and AssetMark Brokerage, LLC collect my personal information? We collect your personal information, for example, when you: Open an account or seek advice about your investments; Enter into an investment advisory contract; Direct us to buy or sell securities

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(800) 664-5345

If you’d like to set up an account with Assetmark, you can either fill out the firm’s contact form on its website or you can speak with an advisor by calling (800) 664-5345. All information is accurate as of the writing of this article. Tips for Investing Investing doesn’t have to be a challenging process.

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28 Ratings. Your trust is our top concern, so companies can't alter or remove reviews. Close. Pros. " Great people, good money, want you to succeed " (in 13 reviews) " Company believes in a good work/life balance and encourages that environment " (in 5 reviews) Cons. " Long hours, with too much work and too many projects " (in 4 reviews)

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SEC File Number − 801 56323 IA Firm CRD Number - 109018 ITEM 1 – COVER PAGE AssetMark, Inc. contact AssetMark using the information shown on the left. The information in this Brochure has not AssetMark and AssetMark Trust Company (“AssetMark Trust”) are

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Updated: 2 hours ago

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SEC File Number − 801 56323 IA Firm CRD Number - 109018 ITEM 1 – COVER PAGE AssetMark, Inc. contact AssetMark using the information shown on the left. The information in this Brochure has not AssetMark and AssetMark Trust Company (“AssetMark Trust”) are

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Updated: 7 hours ago

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AssetMark Trust Company provides tax information, including cost basis information, to TurboTax as a service to our clients. You should verify the data you import into TurboTax against the printed information on your tax documents (1099s) and any supplementary tax statements, as you may be required to add, modify, delete or otherwise act

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eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust.

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925-521-2273

View all news Contact Us Shareholders Taylor Hamilton, CFA Head of Investor Relations [email protected] 925-521-2273 AssetMark Clients [email protected] Quick Links SEC Filings Information Request Form For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt …

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Net flows were $927 million in the month of August, up 71.3% year-over-year. AssetMark Trust Company client cash was $2.45 billion, down 6.8% year-over-year. Number of households increased 10.3% year-over-year to 200,778 at the end of August.

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AssetMark Application Upload eWealthManager.com Tracking Center upload feature Overnight Mail AssetMark Trust Company 1023 Commerce Street, Suite D Lynchburg, VA 24504 Regular Mail AssetMark Trust Company P.O. Box 40018 Lynchburg, VA 24506-4018 Account Title and Tax Reporting Number Full Legal Title Social Security/Tax ID Number Account Type

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SEC File Number − 801 56323 IA Firm CRD Number - 109018 ITEM 1 – COVER PAGE AssetMark, Inc. contact AssetMark using the information shown on the left. The information in this Brochure has not been Clients. AssetMark and AssetMark Trust Company (“AssetMark Trust”) are wholly owned indirect subsidiaries of AssetMark Financial

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AssetMark – Client Access Guide page description. AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.

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eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust.

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Net flows were $968 million in the month of September, up 177.4% year-over-year. AssetMark Trust Company client cash was $2.61 billion, down 1.9% year-over-year. Number of households increased 11.1% year-over-year to 203,004 at the end of September.

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Net flows were $935 million in the month of July, up 193.3% year-over-year. AssetMark Trust Company client cash was $2.47 billion, down 5.0% year-over-year. Number of households increased 9.7% year-over-year to 198,619 at the end of July.

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All AssetMark Locations. Concord (HQ), CA. United States. Swift Plaza Building A, 1655 Grant St 10th Fl. Lynchburg, VA. United States. 1023 Commerce St …

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925-521-2273

925-521-2273 AssetMark Clients [email protected] Quick Links SEC Filings Information Request Form For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice For Your Clients Educate Finance Planning

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Updated: 9 hours ago

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DTC Member Directories. Read how DTCC puts resilience at center of business planning. This section provides the listings of participants alphabetically by name and number for The Depository Trust Company (DTC). Use of most services provided by the regulated DTCC subsidiaries generally require membership in that subsidiary.

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520 800-664

AssetMark, Inc. 1655 Grant Street 10th Floor Concord, CA 94520 800-664-5345 This Disclosure Brochure provides information about the qualifications and business practices of AssetMark, Inc. (“AssetMark”). If you have any questions about the contents of this Brochure, please contact AssetMark using the information shown on the left. The

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Updated: 3 hours ago

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Ascensus Trust Company 2563 Ashmore Investment Management (US) Corporation 5195 Ashmore Investment Management (US) Corporation/Foreign Account 3370 AssetMark Trust Company 5970 Associated Bank, N.A. 2257 Azzad Funds 5662 Babson Capital Securities LLC 3040 Baird (Robert W.) & Co., Incorporated 0547 Banca IMI Securities Corp. 0136

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Net flows were $994M, up 98.4% Y/Y while AssetMark Trust Company client cash was $2.62B, up 4.8% Y/Y. Number of households increased 12.2% Y/Y to 207,432 at the end of November. Recommended For You

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AssetMark Trust Company client cash was $2.62 billion, up 4.8% year-over-year. Number of households increased 12.2% year …

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833-868-5981

All delivered with the great service you expect from AssetMark. As their wealth grows, your clients deserve more services. AssetMark Complete Wealth Management can help you deliver the services they need and expect. Offer your clients Complete Wealth Management today. Talk to your AssetMark Consultant or call us at 833-868-5981.

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CONCORD, Calif., Dec. 02, 2021 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Goldman Sachs Financial Services Conference on Tuesday, December 7 in New York, NY. The Company will be hosting one-on-one and group meetings. Analysts and portfolio managers that wish to …

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Assetmark Trust (6) IEQ Capital (5) Charles Schwab (4) JPMorgan Chase Bank, N.A. (4) Moss Adams (3) Cetera Financial Group (3) Ameriprise Financial - California (3) Silicon Valley Bank (3) EP Wealth Advisors (3) Mercer Global Advisors Inc (2) Viewpoint Financial Network (2)

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Assetmark Trust Company. Login to Assetmark Trust Company . Brighthouse Financial. Login to Brighthouse Financial . Flexible Plan Investments. Phone Number: Email Address: Question/Comment: Contact Me. Beacon Financial Group, LLC. Cathy A. Jackson 535 N. Church Street, Suite 204 West Chester, PA 19380

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AssetMark Trust Company client cash was $2.62 billion, up 4.8% year-over-year. Number of households increased 12.2% year …

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Frequently Asked Questions

Where is assetmark trust company located?

Assetmark Trust Company principal address is 3200 N Central Ave 7Th Fl Phoenix, Az 85012-2426. You can find this business by geo coordinates: 33° 29' 8.3" N , 112° 4' 27.7" W. Assetmark Trust Company was incorporated on Wednesday 24th August 1994. so this company age is twenty-five years, three months and two days.

How do i contact assetmark?

If you’re a financial advisor working with AssetMark, contact us directly at 800-664-5345 or [email protected] If you're an investor seeking access to account information, please contact your financial advisor.

Who is the ceo of assetmark?

AssetMark's key executives are Yi Zhou, Rohit Bhagat and Xiaoning Jiao. How many employees does AssetMark have? AssetMark has 729 employees. What is AssetMark revenue? Latest AssetMark annual revenue is $432.1 m.

How many clients does assetmark have?

Assetmark, registered in 1999, serves 53 state (s) with a licensed staff of 145 advisors. Assetmark manages $47.0 billion and provides investment advisory services for 253,110 clients (1:1746 advisor/client ratio). After checking the disciplinary records of Assetmark, our system has identified the following question (s) to ask.

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