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David Seibel

1 Year of Experience
Canoga Park, CA
Broker

David Seibel is a registered investment advisor at Assetmark, INC., based in Canoga Park, CA, with 1 years of industry experience. David 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

Canoga Park, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David works full-time as a sales coordinator 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.
February 2025 - Present · 1 yr 7 mos
Assetmark Brokerage, LLC
May 2024 - Present · 2 yrs 4 mos
Assetmark Brokerage, LLCBroker
May 2024 - Present · 2 yrs 4 mos
State Registrations4 states
ARCALATX
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.
David Seibel - Financial Advisor | TrueAdvisor