Chief Executive Officer, President, Chief Client Officer & Director · Assetmark, Inc.
Hyun M. Kim
CRD 3095923 · 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 Hyun M. Kim on its Form ADV as Chief Executive Officer, President, Chief Client Officer & Director, a control person. The SEC filings also name Hyun at 1 other registered adviser.
Firms and roles
- Assetmark, Inc.Chief Executive Officer, President, Chief Client Officer & DirectorWealth manager · Concord, CA · $92B in regulatory assets
- Adhesion Wealth Advisor SolutionsChief Executive Officer/directorAsset manager · Charlotte, NC · $11B in regulatory assets
AtlasMembers
Hyun’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Hyun’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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)
- Carrie E. HansenChief Operating 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 Hyun on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hyun’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.