Michael Kim is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 25 years of industry experience. Michael 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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Michael is the President and CEO of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC, dedicating full-time hours to this role. He also works as a consultant for GLG, spending minimal time, and is a partner at Alamo Asset Management LLC, a real estate property management company, spending minimal time.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Previous Registrations
Capital Brokerage CorporationBroker
Fidelity Brokerage Services LLCBroker
Transamerica Securities Sales CorporationBroker
State Registrations1 state
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