MK
Michael Kim
CRD 3095923
Firms
| Firm | Role | As of |
|---|---|---|
| Assetmark, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Assetmark, Inc.
Chief Executive Officer, President, Chief Client Officer & Director · Less than 5% · Dec 2024
-
Atria Investments, Inc.
Director · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗