BH
BH

Bethany Ann Hatch

2 Years of Experience
Broker
Areas of Practice
Retirement Planning
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
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Location

3200 N Central Ave, 7th Floor, Phoenix, AZ, 85012

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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.

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Other Business Activities

Bethany works full-time as a sales consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in January 2019.

Employment History
Current Registrations
Assetmark, INC.
July 2024 - Present · 1 yr 7 mos
Assetmark Brokerage, LLCBroker
March 2023 - Present · 2 yrs 11 mos
State Registrations4 states
AZCONMWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.