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Dagoberto David Orozco

Assetmark, Inc.

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About Dagoberto David Orozco

Dagoberto David Orozco is a financial advisor at Assetmark, Inc. and has been in the industry since 2017. Dagoberto specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Businesses, Pension Consulting and Selection of Other Advisors. Dagoberto is registered to offer investment advice in California, Florida, and Illinois. Prior to joining Assetmark, Inc. Dagoberto worked at Assetmark Brokerage, LLC and J.P. Morgan Securities LLC.

Firm Information

Dagoberto Orozco 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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Dagoberto Orozco’s Registration & Firm History

IL

12/12/2024 - Present

Assetmark, Inc. (Chicago IL)

IL

09/11/2019 - 03/02/2023

ASSETMARK BROKERAGE, LLC (Chicago IL)

IL

03/06/2017 - 08/21/2019

J.P. MORGAN SECURITIES LLC (ROMEOVILLE IL)

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Licenses & Designations

IA

Issued 01/17/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dagoberto David Orozco.
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