Robert Anthony Lima
Investment adviser representative at Assetmark, Inc.
16 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
16 years in the industry.
- Assetmark, Inc.Jul 2024 to now
- Assetmark Brokerage, LLCJul 2024 to now
- Assetmark Financial Holdings, Inc.Jul 2024 to now
- Morningstar Investment Services LLCDec 2020 to Jun 2024
- Apex Systems IncAug 2020 to Dec 2020
- Ehlert Financial Group, IncJan 2020 to Jul 2020
- Muller & Monroe Asset ManagementMar 2019 to Dec 2019
- Rmb CapitalJun 2017 to Mar 2019
- Ironbridge Capital ManagementNov 2010 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7264955
- Firm CRD
- 109018