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Joel David McNatt

Head Of Investment SolutionsAssetmark, Inc.CRD 2903101

About Joel David McNatt

Joel David McNatt is listed as Head Of Investment Solutions at Assetmark, Inc. in Concord, CA. Form ADV reports a beneficial ownership band of Under 5%. Joel David McNatt is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Assetmark, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joel David McNatt work?

Joel David McNatt is listed as Head Of Investment Solutions at Assetmark, Inc. on SEC Form ADV.

How much of Assetmark, Inc. does Joel David McNatt own?

Form ADV reports a beneficial ownership band of Under 5%.

Assetmark, Inc.

TitleHead Of Investment Solutions
OwnershipUnder 5%
Control personYes
Since2021
View Assetmark, Inc. →

Atria Investments, Inc.

TitleEvp
OwnershipUnder 5%
Control personYes
Since2025
View Atria Investments, Inc. →