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Patrick Edward Newman

Assetmark, Inc.

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About Patrick Edward Newman

Patrick Newman is a financial advisor with Assetmark, Inc. in CONCORD, CA. Patrick has been in the financial industry for over 5 years and has experience working with individuals, families, and businesses. Patrick specializes in providing financial planning and investment management services. He is also a registered representative with AssetMark Brokerage, LLC. Patrick is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Patrick Newman 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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Patrick Newman’s Registration & Firm History

IL

05/08/2024 - Present

Assetmark, Inc. (Chicago IL)

IL

07/19/2022 - 04/19/2024

MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)

IL

03/27/2019 - 03/16/2022

FIFTH THIRD SECURITIES, INC. (NILES IL)

IL

05/31/2018 - 03/20/2019

J.P. MORGAN SECURITIES LLC (DEERFIELD IL)

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Licenses & Designations

IA

Issued 05/03/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Edward Newman.
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