AssetMark Financial Holdings, Inc. (AMK) |
| 35.24 -0.02 (-0.06%) 09-04 16:00 |
| Open: | 35.26 |
| High: | 35.27 |
| Low: | 35.24 |
| Volume: | 1,471,672 |
| Market Cap: | 2,637(M) |
| PE Ratio: | 18.35 |
| Exchange: | New York Stock Exchange |
| Industry: | Asset Management |
| Sector: | Financial Services |
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| 52w High: | 37.54 |
| 52w Low: | 22.92 |
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.
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Thu, 18 Sep 2025
How Charlotte will play key role in AssetMark's growth strategy - The Business Journals
Thu, 04 Sep 2025
Mecklenburg County approves incentives for three companies, bringing 1,000+ jobs and major investment - The Business Journals
Thu, 24 Apr 2025
Assetmark Financial Holdings (AMK) Stock Price, News & Analysis - Stock Titan
Mon, 02 Dec 2024
AssetMark Completes Acquisition of Morningstar Wealth's Turnkey Asset Management Platform Assets - Quiver Quantitative
Fri, 06 Sep 2024
Huatai Securities sells entire AssetMark stake for $1.79 billion - Investing.com
Thu, 25 Apr 2024
Latham & Watkins Advises on Financing for GTCR’s Acquisition of AssetMark - Latham & Watkins LLP
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