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AssetMark key operating metrics including New Producing Advisers, environmental, and social and governance score (ESG).

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

Operating Metrics

MetricsFY, 2020FY, 2021FY, 2022
New Producing Advisers743811690
Assets from Engaged Advisers$67.3B$86.4B$83.8B
Engaged Advisers2.5K2.9K2.9K
Platform Assets$74.5B$93.5B$91.5B
Investor Households186.6K209.9K241.1K
Advisers8.5K8.6K9.3K

Environmental, Social and Governance (ESG)

Overall

50-59 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub

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