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Tyler Hope Bolin

Assetmark, Inc.

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About Tyler Hope Bolin

Tyler Hope Bolin is an investment advisor representative at Assetmark, Inc. with a focus on providing investment advice to individuals, investment companies, and pension plans. Tyler has over 9 years of experience in the financial services industry. Tyler is registered with the state of Florida and holds the Series 65 and SIE exams. Tyler specializes in providing financial planning and investment management services. Tyler has been involved in the financial services industry since 2015.

Firm Information

Tyler Bolin 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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Tyler Bolin’s Registration & Firm History

CA

05/20/2024 - Present

Assetmark, Inc. (CONCORD CA)

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Licenses & Designations

IA

Issued 04/10/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Hope Bolin.
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