Robert Bossong is a registered investment advisor at Assetmark, INC., based in Phoenix, AZ, with 24 years of industry experience. Robert 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
3200 N. Central Avenue, 7th Floor, Phoenix, AZ, 85012-2426
Get directionsHistory
Regulatory History (1)
Criminal
September 2009Other Business Activities
Robert works full-time as an advisor services specialist for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in January 2024.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Previous Registrations
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.