Scott Bolin is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History (1)
Regulatory
February 1996Other Business Activities
Scott is a Senior National Consultant of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC, since 2015. This employment with AssetMark Financial Holdings, Inc. takes a full-time commitment.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Assetmark Brokerage, LLC
Previous Registrations
The Bolin Company
Corporate Benefit Securities, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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