Robert Barucci is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 15 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
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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Robert works full-time as a regional consultant for AssetMark, Inc., a registered investment advisor. He also owns rental property, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Assetmark Brokerage, LLC
Previous Registrations
State Street Global Advisors Funds Distributors, LLCBroker
State Registrations3 states
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