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Connor Francis Gutrich

Assetmark, Inc.

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About Connor Francis Gutrich

Connor Gutrich is an investment advisor representative with Assetmark, Inc. Connor has been working in the financial industry since 2022 and is registered in Alabama, Georgia, Illinois, Mississippi, South Carolina, and Tennessee. Connor has passed both the Series 63 and Series 65 exams, as well as the Series 6TO and SIE. Connor's experience includes previous roles at J.P. Morgan Securities LLC and AssetMark Brokerage, LLC. Connor works with individual clients, businesses, and investment companies.

Firm Information

Connor Gutrich 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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Connor Gutrich’s Registration & Firm History

CA

01/31/2024 - Present

Assetmark, Inc. (CONCORD CA)

AZ

03/09/2022 - 06/03/2022

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor Francis Gutrich.
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