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AMK - AssetMark Financial Holdings, Inc.

Profile of AssetMark Financial Holdings, Inc.(AMK), AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United

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AssetMark Financial Holdings, Inc.

AMK

NYSE

35.24 USD

0.07 (0.199%)

About

ceo

Mr. H. Michael Kim

sector

Financial Services

industry

Asset Management

website

https://www.assetmark.com

exchange

NYSE

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.

CIK

0001591587

ISIN

US04546L1061

CUSIP

04546L106

Address

1655 Grant Street

Phone

925 521 2200

Country

US

Employee

990

IPO Date

Jul 18, 2019

Key Executives

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FMP

FMP

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