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Vincent Ronald Gimarelli

Assetmark, Inc.

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About Vincent Ronald Gimarelli

Vincent Gimarelli is an investment advisor representative for Assetmark, Inc. Vincent has been in the industry since 1989 and has experience working for a number of firms including Charles Schwab & Co., Inc., Fred Alger & Company, Incorporated and Ameriprise Financial Services, Inc. Vincent is registered with the state of Oregon as an Investment Advisor Representative (IAR). Vincent has passed the Series 7, Series 63, Series 65 and SIE exams. Vincent's current firm, Assetmark, Inc., provides advisory services such as portfolio management for individuals, portfolio management for investment companies, pension consulting and selection of other advisors. The firm has $65,618,270,379 in regulatory assets under management and serves a variety of client types including high net worth individuals, corporations or other businesses, individuals other than high net worth and pension and profit-sharing plans.

Firm Information

Vincent Gimarelli 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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Vincent Gimarelli’s Registration & Firm History

CA

02/02/2024 - Present

Assetmark, Inc. (CONCORD CA)

WA

09/22/2014 - 01/07/2015

FREESTONE SECURITIES, LLC (SEATTLE WA)

NY

04/26/2013 - 08/20/2014

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

MN

12/21/2011 - 06/11/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

OR

07/28/1993 - 01/15/2010

CHARLES SCHWAB & CO., INC. (PORTLAND OR)

NY

07/18/1989 - 08/16/1993

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/27/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Ronald Gimarelli.
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