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Chanachart Chareonchump

Assetmark, Inc.

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About Chanachart Chareonchump

Chanachart Chareonchump is an investment advisor representative with Assetmark, Inc., a firm with offices in Washington, DC and Concord, CA. Chanachart has been in the industry for over 18 years and has held previous positions with Capital Brokerage Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Chanachart is licensed to provide investment advice in District of Columbia, North Carolina, Virginia, and West Virginia. Chanachart is also licensed to provide investment advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.

Firm Information

Chanachart Chareonchump is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chanachart Chareonchump’s Registration & Firm History

DC

11/28/2016 - Present

Assetmark, Inc. (Washington DC)

VA

12/03/2013 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

IL

05/30/2008 - 11/13/2013

CAPITAL BROKERAGE CORPORATION (CHICAGO IL)

IL

02/11/2005 - 04/03/2008

LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)

IN

02/11/2005 - 03/25/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

08/16/2004 - 01/27/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/21/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/13/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chanachart Chareonchump.
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