Peter Prescott Walker
Investment adviser representative at Assetmark, Inc.
21 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Assetmark, Inc.Sep 2026 to now
- Asset Mark Financial Holdings, Inc (afhi)Sep 2026 to now
- Assetmark Brokerage, LLCSep 2026 to now
- Imst Distributors, LLCApr 2020 to Sep 2026
- Genter Capital ManagementDec 2019 to Sep 2026
- Managers Investment Group LLCApr 2005 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2815886
- Firm CRD
- 109018