Maximilian Dominic Basso
Investment adviser representative at Assetmark, Inc.
10 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
10 years in the industry.
- Assetmark, Inc.Nov 2025 to now
- Assetmark Brokerage, LLCNov 2025 to now
- Assetmark Financial Holdings, IncJul 2025 to now
- Eurofins CelltxAug 2024 to Jul 2025
- ChipotleMay 2024 to Jul 2024
- High Road School of BloomingtonAug 2023 to Mar 2024
- KidcoMay 2023 to Aug 2023
- Normal Park DistrictMay 2022 to Apr 2023
- Mundelein TrailsMay 2021 to Aug 2021
- Mundelein TrailsMay 2020 to Aug 2020
- Mundelein TrailsMay 2019 to Aug 2019
- Illinois State UniversityJan 2019 to May 2024
- Amc Hawthorn 12Aug 2018 to Jan 2019
- Amc Showplace 8Aug 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- 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
- 8142766
- Firm CRD
- 109018