Chad Azara is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 24 years of industry experience. Chad 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
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
Liberty Partners Financial Services, LLCBroker
Fiduciary Advisors, LLCBroker
LPL Financial LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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