Mitchell Hotz (CRD# 7313359) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Chicago, IL | Oct 2020 - Current | 3 |
| Assetmark Financial Holdings, Inc. | Chicago, IL | Sep 2019 - Current | 4 |
| Unemployed/ Full Time College Student | East Lansing, MI | Aug 2018 - Sep 2019 | 1 |
| United Whoelsale Mortgage | Pontiac, MI | May 2018 - Aug 2018 | < 1 |
| Unemployed/ Full Time College Student | East Lansing, MI | Aug 2017 - May 2018 | < 1 |
| Orchard Lake Country Club | Orchard Lake, MI | May 2017 - Aug 2017 | < 1 |
| Unemployed/ Full Time College Student | East Lansing, MI | May 2016 - Aug 2017 | 1 |
| Orchard Lake Country Club | Orchard Lake, MI | May 2016 - Aug 2016 | < 1 |
| Unemployed/ Full Time College Student/high School | East Lansing, MI | Jan 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- IL
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Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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