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Chief Operating Officer & Director · Assetmark, Inc.

Carrie E. Hansen

CRD 4781315 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Assetmark, Inc., an SEC-registered wealth manager based in Concord, CA with $91.8 billion in regulatory assets, lists Carrie E. Hansen on its Form ADV as Chief Operating Officer & Director, a control person. The SEC filings also name Carrie at 1 other registered adviser.

Firms and roles

AtlasMembers

Carrie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Hyun M. KimChief Executive Officer, President, Chief Client Officer & Director, Assetmark, Inc.
  • Ted F. AngusGeneral Counsel, Assetmark, Inc.
  • Gary G. ZylaChief Financial Officer & Director, Assetmark, Inc.
  • Joel D. McNattChief Wealth Solutions Officer, Assetmark, Inc.
  • Lou MaiuriChairperson of the Board & Director, Assetmark, Inc.

3 more people named with Carrie on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carrie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.