AssetMark Financial Holdings, Inc. (AMK) NYSE
Currency In USD
- General
- Statistics
- Historical Data
- Profile
- Financials
Currency In USD
Address
1655 Grant Street
Concord, CA 94520
United States of America (the)
Phone
925 521 2200
Website
Sector
Financial Services
Industry
Asset Management
Employees
1000
First IPO Date
July 18, 2019
| Name | Title | Pay | Year Born |
| H. Michael Kim | President, Chief Executive Officer & Director | 1.5M | 1970 |
| Carrie Ellen Hansen | Executive Vice President, Chief Operating Officer & President Mutual Funds | 1.03M | 1970 |
| Gary G. Zyla | Executive Vice President, Principal Accounting Officer & Chief Financial Officer | 1.07M | 1972 |
| John Hahn | Senior Vice President of Finance & Reporting | 0 | N/A |
| Christian L. Chan | Chief Investment Officer | 0 | N/A |
| Michael Joel Abelson | Executive Vice President of Corporate Development | 0 | N/A |
| Mukesh Mehta | Executive Vice President & Chief Information Officer | 0 | 1967 |
| Taylor John Hamilton | Head of Investor Relations | 0 | N/A |
| Ted F. Angus | Executive Vice President & General Counsel | 0 | 1971 |
| Esi Minta-Jacobs | Executive Vice President and Head of HR & Digital Product Solutions | 0 | 1972 |
AssetMark Financial Holdings, Inc. is a U.S.-based enterprise specializing in providing extensive wealth management and cutting-edge technology solutions. The company equips financial advisors with a versatile, open-architecture product platform, alongside expert client guidance, varied asset allocation possibilities, practice management resources, comprehensive support services, and innovative technological tools. A core offering is its integrated technology platform, which automates a wide array of processes for advisors. These include effortless new account setup, strategic portfolio development, streamlined financial planning, efficient customer billing, detailed investor reporting, analysis of progress towards financial goals, and thorough client activity monitoring. Furthermore, AssetMark offers advisory services and a carefully selected investment platform. In addition to its main services, the company provides cloud-based (SaaS) financial planning tools, wellness programs, and digital solutions for client interaction. It also manages mutual funds, offers custodial recordkeeping services primarily for the clientele of registered investment advisors, and extends wealth management expertise directly to individual investors. Established in 1996 and based in Concord, California, AssetMark primarily serves independent advisors who counsel U.S. investors and other advisory firms. The company operates as a subsidiary of Huatai International Investment Holdings Limited.