Unclaimed property directory
Unclaimed property held by Assetmark Trust Company
Browse possible unclaimed-property accounts associated with Assetmark Trust Company, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 2,106
- Total reported
- $319,685
- Largest account
- $83,381.74
Distribution of shown amounts
Dollar ranges for the 50 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 50 records for this group, highest reported amount first.
- View possible match →
Free Trust A Bussey M Janko J Henke Ttee
4152 Keever Avenue, Long Beach, CA, 90807
Held by Assetmark Trust Company
Misc outstanding checks
$83,381.74
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Lyons Family Trust Beneficiary Of
C/o Lori A West Ttee 23 Rimrock, Irvine, CA, 92603
Held by Assetmark Trust Company
Misc outstanding checks
$22,273.11
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Robinson, Sumiko
3630 Potomac Avenue, Los Angeles, CA, 90016
Held by Assetmark Trust Company
Misc outstanding checks
$20,703.45
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Robinson, Sumiko
3630 Potomac Avenue, Los Angeles, CA, 90016
Held by Assetmark Trust Company
Misc outstanding checks
$18,809.78
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Charles Schwab & Co Inc
PO Box 982600 Attn Is Document Control FBO Anthony Bingham IRA, El Paso, TX, 79998
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$11,326.49
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Ballard, Ronald
#### Randol Mill Road Apt ####, Ft Worth, TX, 76112
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$10,696.31
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Charles Schwab & Co Inc
PO Box 982600 Attn Is Document Control FBO G Scott The Scott Ft, El Paso, TX, 79998
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$10,494.04
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Willis, Kelsey
#### Oak Road Apt ####, Pearland, TX, 77584
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2021
$7,500.00
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Smith, Kurt
620 Newport Center Drive 1300, Newport Beach, CA, 92660
Held by Assetmark Trust Company
Credit balances
$7,124.97
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St Patrick S Cathedral Parish House
111 Las Gallinas Avenue, San Rafael, CA, 94903
Held by Assetmark Trust Company
Misc outstanding checks
$6,000.00
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Charles Schwab & Co Inc
PO Box 982600 Attn Is Document Control FBO Martha Collman, El Paso, TX, 79998
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$5,893.30
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Standard Group Resources
14651 Dallas Parkway Suite 502, Dallas, TX, 75254
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2021
$5,845.19
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Holland, William A
9322 Crebs Avenue, Northridge, CA, 91324
Held by Assetmark Trust Company
Misc outstanding checks
$3,674.27
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Deidra Smith Trust
7244 Glenhaven Court C O Deidra Smith Ttee, West Hills, CA, 91307
Held by Assetmark Trust Company
Misc outstanding checks
$3,500.00
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Standard Group Resources
14651 Dallas Parkway Suite 502, Dallas, TX, 75254
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2020
$3,340.50
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Mary Elizondo Exempt Lifetime Tst
8211 Garden Parks Drive, Houston, TX, 77075
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2023
$3,110.45
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Fujise, Jean
326 35th Street, Richmond, CA, 94805
Held by Assetmark Trust Company
Misc outstanding checks
$2,943.46
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Mary Elizondo Exempt Lifetime Tst
8211 Garden Parks Drive, Houston, TX, 77075
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2023
$2,686.08
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Td, Ameritrade Institutional
Attn Asset Txfr Svcs PO Box 650572 FBO Mary Shea IRA, Dallas, TX, 75265
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2023
$2,343.54
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Lillie Ward Trust
1524 Mount Lassen Drive C O Lillie M Ward Ttee, San Jose, CA, 95127
Held by Assetmark Trust Company
Misc outstanding checks
$1,824.97
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Triple H Enterprises Of Mo LP
3791 Purdue Street, Houston, TX, 77005
Held by Assetmark Trust Company
Securities-related credit balance (SC20) · Reported 2016
$1,769.08
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Criswell, Ann
#### Rock Prairie Road ###, College Station, TX, 77845
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2022
$1,742.50
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Criswell, Ann
#### Rock Prairie Road ###, College Station, TX, 77845
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$1,742.50
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Criswell, Ann
#### Rock Prairie Road ###, College Station, TX, 77845
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$1,742.50
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Bowen, Newell
380 Coogan Way, El Cajon, CA, 92020
Held by Assetmark Trust Company
Misc outstanding checks
$1,617.20
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Apa 401K Psp
405 South Beverly Drive FBO Adam Perry C O Apa, Beverly Hills, CA, 90212
Held by Assetmark Trust Company
Misc outstanding checks
$1,607.19
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Lamphere, George
558 Southbay Drive, San Jose, CA, 95134
Held by Assetmark Trust Company
Misc outstanding checks
$1,598.23
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Charles Schwab & Co Inc
PO Box 982600 Attn Is Document Control FBO T Phelps Supp Need Tr, El Paso, TX, 79998
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$1,528.28
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Charles Schwab & Co Inc
PO Box 982600 Attn Is Document Control FBO Kathryn Gibson IRA, El Paso, TX, 79998
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$1,471.33
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Hft Insurance Inc
17207 Stonehearth Court C O Tom Annette &sean Harmon, Meadow Vista, CA, 95722
Held by Assetmark Trust Company
Misc outstanding checks
$1,339.38
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Td, Ameritrade Institutional
Attn Asset Txfr Svcs FBO Elise L Vizanko Bene IRA, Dallas, TX, 75265
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2023
$1,010.06
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Rick Scott Football Scholarship Fndtn
C/o Richard D Hall 968 Scenic Way Drive, Ventura, CA, 93003
Held by Assetmark Trust Company
Credit balances
$1,000.00
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Anglican Chpl Of St Athanasius
C O Lawrence Bausch 3469 Larga Circle, San Diego, CA, 92110
Held by Assetmark Trust Company
Misc outstanding checks
$1,000.00
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Bishop, Valentine Mokiwa
C O Lawrence Bausch, San Diego, CA, 92110
Held by Assetmark Trust Company
Misc outstanding checks
$1,000.00
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Davidson Family Trust The
C/o Jeffrey L Davidson Ttee 1801 Century Park East Floor 24, Los Angeles, CA, 90067
Held by Assetmark Trust Company
Credit balances
$953.95
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Deats Family Partnership Ltd
PO Box 294, Dickinson, TX, 77539
Held by Assetmark Trust Company
Securities-related credit balance (SC20) · Reported 2014
$919.44
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Charles Schwab & Co Inc
PO Box 982600 Attn Is Document Control FBO Adam Howell Ind, El Paso, TX, 79998
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$860.42
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McIntosh, Susan
6503 Laurel Run, Houston, TX, 77084
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2021
$857.56
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Reese, William C
2450 Newport Boulevard 142, Costa Mesa, CA, 92627
Held by Assetmark Trust Company
Credit balances
$785.73
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Charles Schwab & Co Inc
PO Box 982600 Attn Is Document Control FBO Marilyn Simonds Indv, El Paso, TX, 79998
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$772.14
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2010 M P & V Uttarwar Rev Tst
21620 Rainbow Drive Mohan & Veena Uttarwar Ttees, Cupertino, CA, 95014
Held by Assetmark Trust Company
Misc outstanding checks
$721.47
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Nfs LLC
##### Merit Drive Suite #### FBO Roy Blondell Marital Trust 1st Global Capital, Dallas, TX, 75251
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2022
$695.73
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M E SR & L L Freibott Revoc Trust
8737 Fletcher Parkway Apt 361 Michael SR Linda Freibott Ttee, La Mesa, CA, 91942
Held by Assetmark Trust Company
Misc outstanding checks
$674.58
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Hart, Cheryl
6427 Brittany Park Lane, Houston, TX, 77066
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2022
$602.96
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Altholz, Andrew
255 West 7th Street Apt 5, San Pedro, CA, 90731
Held by Assetmark Trust Company
Misc outstanding checks
$586.60
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2010 M P & V Uttarwar Rev Tst
21620 Rainbow Drive Mohan & Veena Uttarwar Ttees, Cupertino, CA, 95014
Held by Assetmark Trust Company
Misc outstanding checks
$563.73
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Altholz, Andrew
255 West 7th Street Apt 5, San Pedro, CA, 90731
Held by Assetmark Trust Company
Misc outstanding checks
$561.18
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McCain, Michael
1123 Badlands Drive, Pflugerville, TX, 78660
Held by Assetmark Trust Company
Miscellaneous outstanding check (MS16) · Reported 2024
$508.53
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Herman, Linda J
2589 Yerba Bank Court, San Jose, CA, 95121
Held by Assetmark Trust Company
Misc outstanding checks
$493.10
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Vanish, Clark G
1306 East Elsmere Drive, Carson, CA, 90746
Held by Assetmark Trust Company
Misc outstanding checks
$492.49