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Francesco Giuseppe Maggiora

Assetmark, Inc.

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About Francesco Giuseppe Maggiora

Francesco Maggiora is a financial advisor registered with Assetmark, Inc. Francesco Maggiora has been in the industry since May 2, 2001 and has experience with securities and investment advisory services. Francesco Maggiora is also registered with the state of Texas. Francesco Maggiora is based in Austin, Texas. Francesco Maggiora has been registered with Assetmark, Inc. since August 14, 2014. Francesco Maggiora has been active in the industry for over 20 years, working with individual clients, high-net-worth individuals, institutions, and corporations.

Firm Information

Francesco Maggiora 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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Francesco Maggiora’s Registration & Firm History

TX

08/14/2014 - Present

Assetmark, Inc. (AUSTIN TX)

CA

04/01/2008 - 09/11/2012

CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)

CA

07/09/2001 - 04/01/2008

ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)

NY

11/23/1999 - 04/17/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/31/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francesco Giuseppe Maggiora.
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