Description: AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company 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. It offers an integrated technology platform that allows advisers to do research and portfolio analysis, create proposals, open and maintain accounts, implement investments, and meet reporting obligations; delivers its platform and solutions through people who get to know the company's clients; and provides curated platform of investment options. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; and record-keeper and third-party administrator services for retirement products. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. is a subsidiary of AssetMark Holdings LLC.
Home Page: www.assetmark.com
AMK Technical Analysis
1655 Grant Street
Concord,
CA
94520
United States
Phone:
925 521 2200
Officers
| Name | Title |
|---|---|
| Ms. Natalie Grace Wolfsen | CEO & Director |
| Mr. H. Michael Kim | Pres & Chief Client Officer |
| Mr. Gary G. Zyla | Exec. VP, Principal Accounting Officer & CFO |
| Ms. Carrie Ellen Hansen CPA | Exec. VP, COO & Pres Mutual Funds |
| Mr. Christian L. Chan C.F.A., CFA | Chief Investment Officer |
| Mr. Mukesh Mehta | Exec. VP & Chief Information Officer |
| Mr. Taylor John Hamilton C.F.A. | Head of Investor Relations |
| Mr. Ted F. Angus J.D. | Exec. VP & Gen. Counsel |
| Ms. Tamara N. Bohlig | Chief Marketing Officer |
| Mr. Michael Joel Abelson C.F.A., CFA | Exec. VP of Corp. Devel. |
Exchange: NYSE
Country: US
Currency: US Dollar ($)
| GIC Sector: | Financials |
|---|---|
| GIC Group: | Diversified Financials |
| GIC Industry: | Capital Markets |
| GIC Sub-Industry: | Asset Management & Custody Banks |
| Forward PE: | 12.3305 |
|---|---|
| Trailing PE: | 19.8824 |
| Price-to-Book MRQ: | 1.6423 |
| Price-to-Sales TTM: | 2.9106 |
| IPO Date: | 2019-07-18 |
| Fiscal Year End: | December |
| Full Time Employees: | 874 |