ASSETMARK RETIREMENT SERVICES
Filed: February 15, 2017
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 87337238
ASSETMARK GUIDED INCOME SOLUTIONS
Filed: December 18, 2018
Providing financial portfolio management and counseling services for professional investment advisors and their clients…
Owned by: AssetMark, Inc.
Serial Number: 88233565
ASSETMARK ADVISOR MANAGED PORTFOLIOS
Filed: August 20, 2019
Management of securities portfolios; providing portfolio management and counseling services for professional investment…
Owned by: AssetMark, Inc.
Serial Number: 88585309
SAVOS PERSONAL PORTFOLIOS
Filed: April 16, 2020
Financial and investment services, namely, investment advisory, consultation, and management services; investment advisory…
Owned by: AssetMark, Inc.
Serial Number: 88875450
ASSETMARK INSTITUTIONAL
Filed: April 16, 2020
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 88875451
INVESTING EVOLVED
Filed: June 5, 2020
Providing financial portfolio management and counseling services to help professional investment advisors build portfolios…
Owned by: AssetMark, Inc.
Serial Number: 88951093
ASSETMARK ADVISOR MANAGED PORTFOLIOS
Filed: February 26, 2021
Providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management…
Owned by: AssetMark, Inc.
Serial Number: 90550190
ASSETMARK INVESTMENT MANAGEMENT
Filed: November 2, 2021
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 97104923
ASSETMARK INVESTMENT MANAGEMENT
Filed: November 2, 2021
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 97104958
ASSETMARK PORTFOLIO SOLUTIONS
Filed: July 28, 2023
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 98107221
ASSETMARK
Filed: November 6, 2023
Practice management services, namely, providing business management support to investment advisors; business management…
Owned by: AssetMark, Inc.
Serial Number: 98256963
ASSETMARK
Filed: December 8, 2023
Practice management services, namely, providing business management support to investment advisors; business management…
Owned by: AssetMark, Inc.
Serial Number: 98305253
ASSETMARK
Filed: December 8, 2023
Practice management services, namely, providing business management support to investment advisors; business management…
Owned by: AssetMark, Inc.
Serial Number: 98305256
ASSETMARK CHARITABLE
Filed: September 12, 2024
Financial services, namely, management of donor advised funds for charitable purposes; investment consultation in the field…
Owned by: AssetMark, Inc.
Serial Number: 98747126
VALUE MAXIMIZATION INDEX
Filed: December 4, 2024
Business management services, namely, evaluation of business operations, practices, organization, and management; business…
Owned by: AssetMark, Inc.
Serial Number: 98885540
VALUE MAXIMIZATION INDEX
Filed: December 4, 2024
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes…
Owned by: AssetMark, Inc.
Serial Number: 98885545
