Adam Jay Goldberg

Assetmark, INC.

4 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 Boulevard, 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

Adam works full-time as a Sales Consultant Specialist for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in December 2020.

Employment History

Current Registrations

Assetmark Brokerage, LLCBroker

April 2022 - Present · 3 yrs 10 mos

Assetmark, INC.

September 2021 - Present · 4 yrs 5 mos

State Registrations3 states

CAHINV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.