Company Description
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States.
It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel.
The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools.
In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace.
The company serves independent advisers who provide wealth management advice to the U.S. investors.
AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
| Country | United States |
| Founded | 1996 |
| IPO Date | Jul 18, 2019 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 990 |
| CEO | H. Kim |
Contact Details
Address: 1655 Grant Street, 10th Floor Concord, California 94520 | |
| Phone | 925 521 2200 |
| Website | assetmark.com |
Stock Details
| Ticker Symbol | AMK |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| IPO Price | $22.00 |
| CIK Code | 0001591587 |
| CUSIP Number | 04546L106 |
| ISIN Number | US04546L1061 |
| Employer ID | 30-0774039 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| H. Michael Kim | President, Chief Executive Officer and Director |
| Gary G. Zyla | Executive Vice President, Principal Accounting Officer and Chief Financial Officer |
| Carrie Ellen Hansen CPA | Executive Vice President, Chief Operating Officer and President Mutual Funds |
| Christian L. Chan C.F.A. | Chief Investment Officer |
| Mukesh Kantilal Mehta | Executive Vice President and Chief Information Officer |
| Taylor John Hamilton C.F.A. | Head of Investor Relations |
| Ted Fyke Angus J.D. | Executive Vice President and General Counsel |
| Michael Joel Abelson C.F.A. | Executive Vice President of Corporate Development |
| Esi Minta-Jacobs | Executive Vice President and Head of Human Resources and Digital Product Solutions |
| John Hahn | Senior Vice President of Finance and Reporting |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Aug 13, 2024 | 13F-NT | Filing |
| Aug 6, 2024 | 10-Q | Quarterly Report |
| Jul 18, 2024 | 8-K | Current Report |
| Jun 20, 2024 | 8-K | Current Report |
| Jun 3, 2024 | DEFM14C | Filing |
| May 23, 2024 | PREM14C | Filing |
| May 22, 2024 | 8-K | Current Report |
| May 7, 2024 | 10-Q | Quarterly Report |
| May 7, 2024 | 13F-NT | Filing |
| May 1, 2024 | 8-K | Current Report |