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Armen Attallah

14 Years of Experience
Broker

Armen Attallah is a registered investment advisor at Assetmark, INC., based in West Hollywood, CA, with 14 years of industry experience. Armen 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

West Hollywood, 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

Armen works full-time as a Senior Sales Consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in 2013.

Employment History
Current Registrations
Assetmark, INC.
February 2018 - Present · 8 yrs 2 mos
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 8 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 8 mos
Previous Registrations
Capital Brokerage CorporationBroker
November 2011 - August 2014 · 2 yrs 9 mos
State Registrations1 state
CA
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.