ASSETMARK BUSINESS ASSESSMENT TOOL

Practice management services, namely, providing business management support to investment advisors; business management support and consultancy services; business information, consultancy, appraisal and advisory services; business management services, namely, evaluation of business operations, practices, organization, and management; providing business consultation and business information, namely, tracking, analyzing and generating reports for others regarding business performance; practice management services, namely, providing business management support being business consulting to investment advisors