Armen Attallah
Advisor at AssetMark, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AssetMark, Inc.
Location
West Hollywood, CA
Credentials
Series 63, Series 65
Industry experience
14 years
About
Armen Attallah is a financial advisor with AssetMark, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with AssetMark Brokerage, LLC since 2014 and AssetMark Financial Holdings, Inc. since 2013. AssetMark, Inc. is an SEC-registered investment adviser that provides advisory, consulting, and managed-account services to financial advisors, institutions, and individual clients. The firm manages a multi-billion dollar platform offering model portfolios, managed accounts, retirement plan services, and private markets solutions, combining proprietary strategies with third-party portfolio managers and tax management services.
Client services
Based on AssetMark, Inc.
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on AssetMark, Inc.
Wealth management
Private / alternative investments
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
Location
West Hollywood, CA
Most active in
Armen A has reported serving >5 clients in these states in the last 12 months.
California
Work history
AssetMark Brokerage, LLC
2014 - Present (12 years)
AssetMark Financial Holdings, Inc
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Joseph C. Longo, Attorney At Law
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