Armen Attallah

Assetmark, INC.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement Planning

Assetmark, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

410,747 clients

Average Client Portfolio

$188K average

Assets Under Management

$77.4B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

16633 Ventura Blvd., Suite 1400, Encino, CA, 91436

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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

Assetmark Brokerage, LLCBroker

August 2014 - Present · 11 yrs 6 mos

Previous Registrations

Capital Brokerage CorporationBroker

November 2011 - August 2014 · 2 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.