Manvir Chahal

Manager, Technical Accounting and SEC Reporting at AssetMark - Concord, California, US

Manvir Chahal's Colleagues at AssetMark
Candace Luchetti

Sales Operations Specialist, Enterprise Channel

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Brittney Brown

Specialist, Investment & Platform Marketing

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Jordan Harrison

Manager, AMI Programs & Services

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Connor OMalley

Portfolio Management Analyst

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Manvir Chahal's Contact Details
HQ
(925) 521-2200
Location
Company
AssetMark
Manvir Chahal's Company Details
AssetMark logo, AssetMark contact details

AssetMark

Concord, California, US • 1000 - 4999 Employees
Financial Services

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Wealth Management Guidance Independent Financial Advice Financial Planning Asset Management Client Satisfaction
Details about AssetMark
Frequently Asked Questions about Manvir Chahal
Manvir Chahal currently works for AssetMark.
Manvir Chahal's role at AssetMark is Manager, Technical Accounting and SEC Reporting.
Manvir Chahal's email address is ***@assetmark.com. To view Manvir Chahal's full email address, please signup to ConnectPlex.
Manvir Chahal works in the Financial Services industry.
Manvir Chahal's colleagues at AssetMark are Erich Elleson, Candace Luchetti, Carolina Amor, Brittney Brown, Joy Fauvre, Jordan Harrison, Connor OMalley and others.
Manvir Chahal's phone number is (925) 521-2200
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