Alejandro Herrera is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 11 years of industry experience. Alejandro 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
200 W Madison St, Suite 2200, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alejandro works full-time as an Advisor Success Consultant for AssetMark, Inc. He also owns A & C Auto Detail LLC, a car wash and detailing business, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations8 states
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