Holly Schwartz is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 2 years of industry experience. Holly 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 Ave., Suite 2200, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Holly works full-time as a sales consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in November 2023.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
State Registrations4 states
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