AssetMark Financial Holdings, Inc. (AMK)

$31.17

+0.39 (+1.27%)
Rating:
Recommendation:
-
Symbol AMK
Price $31.17
Beta 1.038
Volume Avg. 0.13M
Market Cap 2.303B
Shares () -
52 Week Range 16.88-32.06
1y Target Est -
DCF Unlevered AMK DCF ->
DCF Levered AMK LDCF ->
ROE 9.56% Neutral
ROA 6.87% Neutral
Operating Margin -
Debt / Equity 33.43% Neutral
P/E 22.26 Strong Buy
P/B 2.04 Strong Buy
Annual
Quarter

Earnings

Consensus EPS

Upgrades & Downgrades

Latest AMK news


Ms. Natalie Grace Wolfsen
Financial Services
Asset Management
New York Stock Exchange

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.