MG
MG

Matthew Gaunt

9 Years of Experience
Concord, CA
1 DisclosureBroker

Matthew Gaunt is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 9 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History (1)
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Criminal
August 2000
Final Disposition
Other Business Activities

Matthew works full-time as a Platinum Relationship Manager III for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in June 2020.

Employment History
Current Registrations
Assetmark, INC.
September 2020 - Present · 6 yrs
Assetmark Brokerage, LLC
August 2020 - Present · 6 yrs 1 mo
Assetmark Brokerage, LLCBroker
August 2020 - Present · 6 yrs 1 mo
Previous Registrations
Global Financial Private Capital, INC.
September 2019 - July 2020 · 10 mos
G.F. Investment Services, LLCBroker
August 2016 - April 2019 · 2 yrs 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.