35.24
-0.02(-0.06%)
Currency In USD
Address
1655 Grant Street
Concord, CA 94520
United States of America
Phone
925 521 2200
Website
Sector
Financial Services
Industry
Asset Management
Employees
1000
First IPO Date
July 18, 2019
| Name | Title | Pay | Year Born |
| Mr. H. Michael Kim | President, Chief Executive Officer & Director | 1.5M | 1970 |
| Ms. Carrie Ellen Hansen CPA | Executive Vice President, Chief Operating Officer & President Mutual Funds | 1.03M | 1970 |
| Mr. Gary G. Zyla | Executive Vice President, Principal Accounting Officer & Chief Financial Officer | 1.07M | 1972 |
| Mr. Taylor John Hamilton C.F.A. | Head of Investor Relations | 0 | N/A |
| Mr. Ted Fyke Angus J.D. | Executive Vice President & General Counsel | 0 | 1971 |
| Mr. Michael Joel Abelson C.F.A. | Executive Vice President of Corporate Development | 0 | N/A |
| John Hahn | Senior Vice President of Finance & Reporting | 0 | N/A |
| Mr. Mukesh Kantilal Mehta | Executive Vice President & Chief Information Officer | 0 | 1967 |
| Ms. Esi Minta-Jacobs | Executive Vice President and Head of HR & Digital Product Solutions | 0 | 1972 |
| Mr. Christian L. Chan C.F.A. | Chief Investment Officer | 0 | N/A |
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.