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Christopher Thomas Imbrunone

Assetmark, Inc.

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About Christopher Thomas Imbrunone

Christopher Imbrunone is a financial advisor with Assetmark, Inc. Christopher has been in the industry since 2004 and holds the Series 66, SIE, and Series 7 licenses. Christopher's experience includes working with ADP Broker-Dealer, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher specializes in portfolio management for individuals, investment companies, and pension consulting. Christopher provides services to individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Christopher Imbrunone 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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Christopher Imbrunone’s Registration & Firm History

CA

09/05/2017 - Present

Assetmark, Inc. (CONCORD CA)

NJ

07/06/2010 - 11/14/2016

ADP BROKER-DEALER, INC. (ROSELAND NJ)

MI

08/13/2003 - 07/08/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

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Licenses & Designations

BOTH

Issued 09/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Thomas Imbrunone.
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