Assetmark Financial, Inc.

Concord, CA

California

Registered In

06/01/1998

Incorp. Date

Foreign

Registration Type

Arizona

Foreign Jurisdiction

Company Summary

Assetmark Financial, Inc. at 1655 Grant ST FL 10th, Concord, Ca 94520 lists Natalie G Wolfsen and Gary G Zyla of Concord, CA as associates.

Overview

Registered In

California

Incorporation Date

06/01/1998

Company Type

Stock Corporation - Out of State - Stock

Status

Terminated

Registration Type

Foreign

Foreign Jurisdiction

Arizona

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People

Legalinc Registered Agents, Inc. Registered 1505 Agent	FOUR EMBARCADERO CENTER SUITE 1400 # 85, SAN FRANCISCO, CA 94111
Natalie G Wolfsen CEO	1655 GRANT ST FL 10TH, CONCORD, CA 94520 (View Past Addresses)
Gary G Zyla Chief Financial Officer	1655 GRANT ST FL 10TH, CONCORD, CA 94520 (View Past Addresses)
Regina M Fink Secretary	1655 GRANT ST FL 10TH, CONCORD, CA 94520 (View Past Addresses)

Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

1655 GRANT ST FL 10TH, CONCORD, CA 94520 (Mailing) View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Assetmark Financial, Inc.

Form 5500

ASSETMARK FINANCIAL, INC.

1655 Grant St., 10th Fl, Concord, Ca 94520 (925) 521-2298 EIN:86-0898056 Plan Admin:Gary Zyla

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameASSETMARK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY862 / 1,056 Assets BOY/EOY$88,523,166 / $115,027,706	2021	ASSETMARK FINANCIAL 401(K) PLAN - Plan #001	862 / 1,056	$88,523,166 / $115,027,706
2021	Plan NameASSETMARK FINANCIAL, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY745 / 0 Assets BOY/EOY$0 / $0	2021	ASSETMARK FINANCIAL, INC. HEALTH AND WELFARE PLAN - Plan #501	745 / 0	$0 / $0
2020	Plan NameASSETMARK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY879 / 862 Assets BOY/EOY$69,726,938 / $88,523,166	2020	ASSETMARK FINANCIAL 401(K) PLAN - Plan #001	879 / 862	$69,726,938 / $88,523,166
2020	Plan NameASSETMARK FINANCIAL, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY763 / 0 Assets BOY/EOY$0 / $0	2020	ASSETMARK FINANCIAL, INC. HEALTH AND WELFARE PLAN - Plan #501	763 / 0	$0 / $0
2019	Plan NameASSETMARK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY740 / 879 Assets BOY/EOY$48,259,373 / $69,726,938	2019	ASSETMARK FINANCIAL 401(K) PLAN - Plan #001	740 / 879	$48,259,373 / $69,726,938
2019	Plan NameASSETMARK FINANCIAL, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY616 / 0 Assets BOY/EOY$0 / $0	2019	ASSETMARK FINANCIAL, INC. HEALTH AND WELFARE PLAN - Plan #501	616 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Assetmark Financial Holdings, Inc. Registered in New Jersey		View Report
Assetmark Financial, Inc. Registered in New Jersey		View Report
Assetmark Financial Holdings, Inc. Registered in Arizona	Middletown, DE (1 more)	View Report
Assetmark Financial Holdings, Inc. Registered in Washington	Concord, CA	View Report
Assetmark Financial Holdings, Inc. Registered in Massachusetts	Concord, CA West Tisbury, MA	View Report
Assetmark Financial Holdings, Inc. Registered in Florida	Concord, CA	View Report
Assetmark Financial Holdings, Inc. Registered in California	Concord, CA Fl Concord, CA	View Report
Assetmark Financial, Inc. Registered in Arizona	Concord, CA Phoenix, AZ	View Report
Assetmark Financial, Inc. Registered in Georgia	Concord, CA	View Report
Assetmark Financial Holdings, Inc. Registered in Colorado	Colorado Springs, CO Concord, CA	View Report
Assetmark Financial, Inc. Registered in Texas	Concord, CA Frisco, TX	View Report
Assetmark Financial, Inc. Registered in Massachusetts	Concord, CA Phoenix, AZ	View Report
Assetmark Financial, Inc. Registered in Florida	Concord, CA Phoenix, AZ (1 more)	View Report
Assetmark Financial, Inc. Registered in Colorado	Concord, CA Littleton, CO	View Report
Assetmark Financial, Inc. Registered in Washington	Concord, CA Phoenix, AZ	View Report

Address Match:1655 Grant St Concord, CA

Assetmark Brokerage, LLC Registered in California	Concord, CA Fl Concord, CA	View Report
Balance Financial Fitness Registered in Pennsylvania	Concord, CA	View Report
Balance Financial Fitness Registered in North Dakota	Concord, CA	View Report
Consumer Credit Counseling Service of San Francisco Registered in Washington	Concord, CA	View Report
Consumer Credit Counseling Service of San Francisco, Inc. Registered in Florida	Concord, CA	View Report
Consumer Credit Counseling Service of San Francisco, Inc. Registered in Vermont	Concord, CA	View Report
Gilbane Federal Company Registered in Tennessee	Concord, CA Knoxville, TN	View Report
Wells Fargo Merchant Services, L.L.C. Registered in Florida	Atlanta, GA Concord, CA	View Report
Gilbane Federal Company Registered in Montana	Concord, CA Missoula, MT	View Report
Consumer Credit Counseling Service of San Francisco Registered in Alabama	Concord, CA Dothan, AL	View Report
Consumer Credit Counseling Service of San Francisco Registered in Alaska	Concord, CA	View Report
Consumer Credit Counseling Service of San Francisco Registered in New Hampshire	Concord, CA	View Report
Gilbane Federal, Inc. Registered in New Hampshire	Concord, CA Englewood, CO	View Report
Consumer Credit Counseling Service of San Francisco Registered in North Dakota	Bismarck, ND Concord, CA	View Report
Consumer Credit Counseling Service of San Francisco Registered in Tennessee	Concord, CA Nashville, TN	View Report
Consumer Credit Counseling Service of San Francisco Registered in Washington	Concord, CA Tumwater, WA	View Report
Consumer Credit Counseling Service of San Francisco Registered in Missouri	Concord, CA Sacramento, CA	View Report
Consumer Credit Counseling Service of San Francisco Registered in Vermont	Barre, VT Concord, CA	View Report

Address Match:1655 Grant St Fl 10th Concord, CA

Assetmark Retirement Services, Inc. Registered in Pennsylvania	Concord, CA	View Report
Assetmark Services, Inc. Registered in Pennsylvania	Concord, CA (1 more)	View Report
Assetmark, Inc. Registered in California	Concord, CA San Francisco, CA (1 more)	View Report
Assetmark, Inc. Registered in Arizona	Concord, CA Scottsdale, AZ	View Report
Global Financial Private Capital, Inc. Registered in Florida	Concord, CA Sarasota, FL	View Report
Global Financial Advisory, LLC Registered in Maine	Concord, CA	View Report
Global Financial Advisory, LLC Registered in Florida	Concord, CA Sarasota, FL	View Report
Global Financial Private Capital, LLC Registered in Oregon	Concord, CA New York, NY (1 more)	View Report
Assetmark Services, Inc. Registered in California	Concord, CA Fl Concord, CA	View Report
Quantuvis Consulting, Inc. Registered in California	Concord, CA Fl Concord, CA	View Report
Global Financial Advisory, LLC Registered in Colorado	Concord, CA Centennial, CO (1 more)	View Report
Global Financial Private Capital, Inc. Registered in Georgia	Concord, CA Lawrenceville, GA	View Report

Person/City Match:Gary G Zyla - Concord, CA

Assetmark Services, Inc. Registered in California	Concord, CA	View Report
Assetmark, Inc. Registered in Georgia	Concord, CA	View Report
Global Financial Private Capital, Inc. Registered in California	Concord, CA Fl Concord, CA	View Report
Obs Financial Services, Inc. Registered in California	Concord, CA Floor Concord, CA (1 more)	View Report

View More in Concord, CA

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor