Broker Check

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AssetMark Trust Company has provided independent advisors and their clients custodial and recordkeeping services since 1994. Your account is backed with the financial strength and security
measures you need and the features you want, delivered with the personalized customer service you’ve come to expect from AssetMark.



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Fidelity Investments has been a trusted name in the financial industry for over 75 years. As a custodian, Fidelity provides regulatory responsibilities for an investor's securities, and as a clearing firm, it handles the execution, clearance, and settlement of transactions. Fidelity's long-term vision and experienced reputation have made it a leader in the financial services industry.



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Pershing works behind the scenes on behalf of your wealth manager or financial firm to provide a variety of services and custody your assets. Pershing has been a leading global provider of financial business solutions for almost 85 years, so you can feel confident that your assets are in strong hands. 




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