AssetMark Investment Services, Inc. was founded in 1996 and is one of the industry's leading providers of fee-based investment management solutions for investment advisors, broker dealers, banks and CPA firms. The company provides services to over 1,500 advisory firms, and administers more than 40,000 investor portfolios with total assets exceeding $13 billion. AssetMark is part of Genworth Financial, a leading insurance holding company, serving the lifestyle protection, retirement income, investment and mortgage insurance needs of more than 15 million customers, with operations in 24 countries.
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Capstone Brokerage, Inc Capstone Brokerage Inc. is a risk management, insurance and employee benefits brokerage specializing...