AssetMark Financial Inc.

NYSE: AMK · Real-Time Price · USD
35.24
-0.02 (-0.06%)
At close: Sep 04, 2024, 8:00 PM

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.

AssetMark Financial Inc.
AssetMark Financial  Inc. logo
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