AssetMark Financial Holdings, Inc.
New York Stock ExchangeCapital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- CEO
- H. Michael Kim
- Full Time Employees
- 1,000
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1655 Grant Street Concord CA United States of America 94520
- IPO Date
- Jul 18, 2019
- CIK
- 0001591587
- Website
- assetmark.com
- Similar Companies
- Business
- AssetMark Financial Holdings, Inc. (NYSE: AMK) provides a comprehensive wealth management platform and technology solutions to independent financial advisors across the United States; core offerings include an open-architecture investment platform with curated portfolios, turnkey and DIY asset allocation options, custom high-net-worth solutions, retirement services, direct indexing, tax management, financial planning tools, SaaS-based wellness and client digital engagement solutions, custodial recordkeeping, overlay management, mutual funds, practice management support, business consulting, and advisor technology for portfolio construction, billing, reporting, and client activity tracking; the company serves over 10,500 advisors and 318,000 investor households with more than $158 billion in platform assets as of September 30, 2025. Headquartered in Concord, California, with additional offices in Phoenix, Arizona; Chicago, Illinois; Charlotte, North Carolina; Atlanta, Georgia; and Encino, California, AssetMark was founded in 1996 and operates as a subsidiary of Huatai International Investment Holdings Limited. Recent developments include a strategic alliance with Morningstar Wealth Platform, under which it acquires approximately $12 billion in assets from Morningstar's Turnkey Asset Management Platform (TAMP) and integrates Morningstar's model portfolios and separately managed accounts; in October 2025, the company announced its intention to acquire Efficient Advisors, LLC, an RIA-focused asset management platform with $3 billion in client assets, marking its eighth acquisition since 2014 and expected to close in Q4 2025; additionally, AssetMark collaborates with Cheetah on a wealth management and trust accounting solution.
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