Caden Matthew Calla
Investment adviser representative at Assetmark, Inc.
11 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
11 years in the industry.
- Assetmark Brokerage, LLCApr 2026 to now
- Assetmark, Inc.Aug 2025 to now
- Assetmark Financial Holdings, IncAug 2025 to now
- Northeastern UniversityAug 2024 to Jul 2025
- Assetmark Inc.Jan 2024 to Jul 2024
- Queen Mary University of LondonAug 2023 to Dec 2023
- Brown Brothers Harriman and Co.Jan 2023 to Jul 2023
- Northeastern UniversityJul 2021 to Dec 2022
- Maumee Valley Country Day SchoolJan 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7267934
- Firm CRD
- 109018