Assetmark Financial Holdings Inc (AMK) Return on Investment ROI from the second quarter of 2024 to second quarter of 2023 and for the year 2024, average high and low, overall ranking from Jun 30 2024 to Jun 30 2023 - CSIMarket
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Assetmark Financial Holdings Inc   (NYSE: AMK)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Assetmark Financial Holdings Inc's ROI from its second quarter of 2024 to the second quarter of 2023 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Assetmark Financial Holdings Inc's ROI in the second quarter of 2024?
Assetmark Financial Holdings Inc achieved a return on average invested assets (ROI) of 9.28 % in its second quarter of 2024, this is above AMK's average return on investment of 3.76%.
Assetmark Financial Holdings Inc invested over the 12 months ending in its second quarter of 2024 $1,545 million

ROI decreased relative to the period ending Mar 31 2024, due to the decline in net income.

Within the Financial sector 107 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2024 from 561 to 887.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2024)
II. Quarter		 (Mar 31 2024)
I. Quarter		 (Dec 31 2023)
IV. Quarter		 (Sep 30 2023)
III. Quarter		 (Jun 30 2023)
II. Quarter
Y / Y Investment Change TTM 7.22 % 7.77 % 6.53 % 3.25 % 3.34 %
Y / Y Net Income Change TTM 35.44 % 46.4 % 51.92 % 105.73 % 317.53 %
Investment (TTM) in Millions 1,533 1,588 1,545 1,512 1,470
Return On Investment (TTM) 9.28 % 9.41 % 8.26 % 7.79 % 7.34 %
AMK's Overall Ranking # 887 # 561 # 699 # 966 # 1085
Seq. Investment Change TTM 1.04 % 2.59 % 1.68 % 1.72 % 1.56 %
Seq. Net Income Change TTM -0.39 % 16.85 % 7.93 % 7.82 % 7.67 %
Net Income (TTM) in Millions 143 144 123 114 106

AMK Company Profile >> Back to AMK Roi Comparisons >> See Annual AMK Return On Investment



Return On Investment AMK's Ranking
Within: No.
Industry # 23
Sector # 108
Overall # 887

Return On Investment Statistics
High Average Low
9.25 %
3.76 %
-1.58 %
(Mar 31 2024)   (Mar 31 2021)



  News about Assetmark Financial Holdings Inc Return on Investment ROI

AssetMark Recognizes Industry Excellence and Unveils Investment Insights Amid Market Volatility in its Annual Practice Excellence Awards and Monthly Knowledge Report

June 3, 2024



AssetMark Announces 2024 Practice Excellence Award Recipients
CONCORD, Calif., June 03, 2024 - AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, recently revealed the winners of its prestigious 2024 Practice Excellence Awards. These awards, now in their seventh year, commend financial advisory firms that have demonstrated exceptional accomplishments in areas such as operational excellence and technology adoption within the AssetMark platform. Building on their reputation for innovation, AssetMark continues to recognize and celebrate the success of its esteemed partners.
Earlier in 2023, AssetMark Financial Holdings, Inc. (NYSE: AMK) also shared its highly anticipated AssetMark Monthly Knowledge Report: Unveiling Investment Insights Amid Market Volatility. This insightful report provides a comprehensive analysis of financial markets, investment strategies, and significant trends that impact the industry. In this article, we will highlight the key findings of the report and examine their implications for investors. Additionally, we will contextualize the release by delving into the recent stock performance of AssetMark Financial Holdings Inc.





Financial Statements
Assetmark Financial Holdings Inc's II. Quarter Investments $ 1,533 Millions AMK's Balance sheet
Assetmark Financial Holdings Inc's II. Quarter Income $ 32 Millions Quarterly AMK's Income Statement
AMK's Income by Division See AMK's Income by Division


AMK Annual Return On Investment (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021		 (Dec 31 2020)
2020		 (Dec 31 2019)
2019
Total Investments in Millions 1,545 1,446 1,328 1,178 1,147
Y / Y Investment Growth 6.82 % 8.88 % 12.77 % 2.64 % -
Net Income in Millions 123 103 26 -8 0
Y / Y Net Income Growth 19.23 % 302.25 % - - -
Annual Return On Investment 7.97 % 7.14 % 1.93 % -0.66 % -0.04 %


Annual Roi Comment
In the fiscal year 2023 ROI improved to 7.97 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
AMK's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for AMK's Competitors
Subscribers only: Roi for Assetmark Financial Holdings Inc's Suppliers
Subscribers only: Return On Investment for AMK's Customers

Other Ratios
AMK's Roa AMK's Inventory Turnover Ratio AMK's Growth Rates AMK's Dividend Statistics
AMK's Profitability Ratios AMK's Asset Turnover Ratio AMK's Dividend Growth
AMK's Roe AMK's Valuation Ratios AMK's Financial Strength Ratios AMK's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2024, within Financial Sector ROI
Graniteshares Platinum Trust  23.94 %
Twfg Inc   23.49 %
Abrdn Precious Metals Basket Etf Trust  23.41 %
Sei Investments Company  22.87 %
Wisdomtree Inc   22.79 %
Integrated Rail And Resources Acquisition Corp  21.82 %
Vaneck Merk Gold Etf  21.37 %
Artisan Partners Asset Management Inc   20.72 %
Cohen and Steers Inc   20.33 %
Hamilton Lane Incorporated  20.07 %
Strategic Acquisitions Inc  19.13 %
Orange County Bancorp inc   18.77 %
Frontier Funds  18.40 %
Dynamic Shares Trust  18.35 %
Diamond Hill Investment Group Inc   18.27 %
Value Line Inc   18.04 %
Tron Inc   16.35 %
Abrdn Platinum Etf Trust  15.81 %
Marsh and Mclennan Companies Inc   15.72 %
Price T Rowe Group Inc  15.69 %
Mara Holdings Inc   15.67 %
Molina Healthcare Inc   15.49 %
Moody s Corporation  14.57 %
Federated Hermes Inc   14.54 %
Aon Plc  14.09 %
Marketaxess Holdings Inc   13.86 %
Coinbase Global Inc   13.69 %
Kensington Capital Acquisition Corp V  13.55 %
Healthcare Ai Acquisition Corp   13.47 %
Paccar Inc  13.29 %

Date modified: 2026-09-18T13:11:05+00:00



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