Eric Stjernstrom is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 16 years of industry experience. Eric 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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Eric works full-time as an Advisor Relations Specialist for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in December 2024.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Previous Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
State Registrations1 state
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