Craft

AssetMark

Stock Price

$35.1

2024-08-21

Market Capitalization

$2.6 B

2024-08-21

Revenue

$708.5 M

FY, 2023

AssetMark Summary

Company Summary

Overview
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. It offers a platform with a range of tools and capabilities that help differentiate client experience, including account opening, portfolio construction, financial planning, customer billing, investor reporting, goal analysis, and client activity tracking. The company also delivers advisor services, including business support from field professionals, operations and service support teams, and specialty teams.
Type
Public
Status
Active
Founded
1996
HQ
Concord, CA, US | view all locations
Website
https://www.assetmark.com/
Cybersecurity rating
ESG rating
50-59 out of 100|View all ESG data
Sectors

Key People

  • Michael Kim

    Michael Kim, President and Chief Client Officer

  • Gary Zyla

    Gary Zyla, EVP, Chief Financial Officer

  • Muk Mehta

    Muk Mehta, EVP, Chief Information Officer

  • Carrie E. Hansen

    Carrie E. Hansen, EVP, Chief Operating Officer, President Mutual Funds

Operating MetricsView all

New Producing Advisers

166
14.9%

Q1, 2023

Assets from Engaged Advisers

$88.6B
5.9%

Q1, 2023

Engaged Advisers

3K
5.7%

Q1, 2023

LocationsView all

3 locations detected

  • Concord, CA HQ

    United States

    Swift Plaza Building A, 1655 Grant St 10th Fl

  • Lynchburg, VA

    United States

    1023 Commerce St suite d

  • Lynchburg, VA

    United States

    P.O. Box 40018

AssetMark Financials

Summary Financials

Revenue (Q2, 2024)
$198.5M
Net income (Q2, 2024)
$32.3M
Cash (Q2, 2024)
$189.7M
Enterprise value
$2.5B

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