AssetMark Financial Inc. (AMK)
Company Description
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions 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 to the financial adviser channel.
The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform.
It also offers SaaS-based financial planning, wellness, and client digital engagement solutions.
The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors.
It serves independent advisers who provide wealth management advice to the U.S. investors and advisers.
The company 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 |
IPO Date | Jul 18, 2019 |
Industry | Asset Management |
Sector | Financial Services |
Employees | 1,000 |
CEO | H. Michael Kim |
Contact Details
Address: 1655 Grant Street Concord, California United States | |
Website | https://www.assetmark.com |
Stock Details
Ticker Symbol | AMK |
Exchange | NYSE |
Fiscal Year | January - December |
Reporting Currency | USD |
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 & Director |
Carrie Ellen Hansen CPA | Executive Vice President, Chief Operating Officer & President Mutual Funds |
Gary G. Zyla | Executive Vice President, Principal Accounting Officer & Chief Financial Officer |
Mukesh Kantilal Mehta | Executive Vice President & Chief Information Officer |
Christian L. Chan C.F.A. | Chief Investment Officer |
Esi Minta-Jacobs | Executive Vice President and Head of HR & Digital Product Solutions |
John Hahn | Senior Vice President of Finance & Reporting |
Michael Joel Abelson C.F.A. | Executive Vice President of Corporate Development |
Taylor John Hamilton C.F.A. | Head of Investor Relations |
Ted Fyke Angus J.D. | Executive Vice President & General Counsel |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Feb 06, 2025 | 13F-NT | Filing |
Nov 04, 2024 | 13F-NT | Filing |
Sep 16, 2024 | 15-12G | Filing |
Sep 06, 2024 | SC 13D/A | [Amend] Filing |
Sep 06, 2024 | 4 | Filing |
Sep 06, 2024 | 4 | Filing |
Sep 06, 2024 | 4 | Filing |
Sep 06, 2024 | 4 | Filing |
Sep 06, 2024 | 4 | Filing |
Sep 06, 2024 | 4 | Filing |