CSIMarket
 
Assetmark Financial Holdings Inc   (AMK)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 
Price: $35.7100 $-0.27 -0.750%
Day's High: $36.35 Week Perf: 0.17 %
Day's Low: $ 35.70 30 Day Perf: 14.2 %
Volume (M): 227 52 Wk High: $ 36.53
Volume (M$): $ 8,110 52 Wk Avg: $28.85
Open: $35.75 52 Wk Low: $22.92



 Market Capitalization (Millions $) 2,665
 Shares Outstanding (Millions) 75
 Employees -
 Revenues (TTM) (Millions $) 709
 Net Income (TTM) (Millions $) 123
 Cash Flow (TTM) (Millions $) 96
 Capital Exp. (TTM) (Millions $) 44

Assetmark Financial Holdings Inc
Assetmark Financial Holdings Inc is a leading provider of wealth management and investment solutions to independent financial advisors and their clients. The company was founded in 1996 and is headquartered in Concord, California. It operates through its wholly-owned subsidiaries Assetmark, Inc and Assetmark Trust Company.

Assetmark's core business is to offer integrated investment solutions to financial advisors who work with high net worth individuals, retirees, and institutions. The company provides a wide array of investment solutions, including mutual funds, exchange-traded funds (ETFs), separately managed accounts, and fixed income instruments such as bonds. These investment solutions are structured to fit a variety of risk profiles, from ultra-conservative to aggressive, and offer diversification across multiple asset classes.

The company also offers a number of value-added services to its financial advisor clients, including comprehensive financial planning and investment management tools, as well as support for policy development and compliance. Assetmark also provides customized reporting and advanced analytics, in addition to a range of training and educational resources for financial advisors.

Assetmark Trust Company is a federally chartered, non-depository trust company that provides trust and custody services to financial advisors and their clients. The company manages custody of financial assets such as cash, securities, and alternative investments, and provides unique trust services related to estate planning, charitable giving, and other specialized needs.

Assetmark has a robust technology platform that enables financial advisors to efficiently manage their clients' assets and communicate with them in real-time. The platform is designed to support the unique needs of independent financial advisors, and is fully scalable to accommodate growth and changing business needs.

In terms of its financial performance, Assetmark had total revenue of $357 million in fiscal year 2020, and AUM (assets under management) of $75.8 billion as of December 31, 2020. The company has approximately 9,500 financial advisor clients and over 283,000 investor accounts.

Overall, Assetmark Financial Holdings Inc is a reputable financial solutions provider that offers a broad range of investment services and value-added services to financial advisors and their clients. The company's strong performance, cutting-edge technology, and reputation for excellence in the financial services industry have positioned it as a leader in its sector.


   Company Address: 1655 Grant Street Concord 94520 CA
   Company Phone Number: 521-2200   Stock Exchange / Ticker: NYSE AMK
   


   

Stock Performances by Major Competitors

5 Days Decrease / Increase
     
• View Complete Report
   



Product Service News

AssetMark Rolls Out Enhancements to Digital Ecosystem, Empowering Financial Advisors for Success

Published Mon, Mar 4 2024 9:15 PM UTC

AssetMark Financial Holdings, Inc. has recently launched a new Advisor Dashboard, the first component of its broader digital ecosystem enhancements. The release of this new eWealthManager homepage is aimed at helping financial advisors effectively manage their businesses and improve efficiency. As highlighted in the November AMK Report and through a recent collaboration with...

Dividend

AssetMark Financial Holdings, Inc. (NYSE: AMK) Provides Valuable Insights in January AMK Report Amidst Market Volatility

Published Mon, Feb 12 2024 9:15 PM UTC

AssetMark Financial Holdings, Inc. (NYSE: AMK) Releases January AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) recently released its AssetMark Monthly Knowledge Report for January, providing valuable insights into investment strategies amid market volatility. The report comes on the heels of a strong performance by AMK shares, which increased by 8.17% over the...

Product Service News

Maximizing Tax Efficiencies for Client Wealth Growth: AssetMark Launches Comprehensive Tax Management Services for Advisors

Published Tue, Jan 16 2024 9:15 PM UTC

In today's complex financial landscape, advisors are constantly seeking innovative solutions to unlock greater value for their clients. AssetMark, a leading provider of investment and technology solutions, has now stepped up to the plate by launching a suite of tax management services designed to help advisors optimize tax efficiencies for their clients. With new offerings i...

Product Service News

AssetMark Financial Holdings Grapples with Competitor Clout, Shows Steady Revenue and Net Income Growth

Published Mon, Dec 11 2023 9:15 PM UTC



CONCORD, Calif., Dec. 11, 2023 - AssetMark Financial Holdings, Inc. (NYSE: AMK) released its AssetMark Monthly Knowledge Report yesterday, revealing their performance for the third quarter of 2023. The report indicates a solid revenue increase of 23.19% compared to the previous year, but falls slightly short of its competitors' average revenue growth rate. Addition...

Product Service News

Uniting Forces: AssetMark and Cheetah Revolutionize Bank Trust and Wealth Management in Response to Evolving Needs

Published Thu, Nov 2 2023 8:15 PM UTC



In a rapidly evolving financial landscape, trust and wealth management solutions are becoming indispensable for individuals seeking secure and efficient management of their assets. Recognizing this emerging need, AssetMark, a leading provider of wealth management and technology solutions, has announced a partnership with Cheetah, a cloud-based trust accounting syst...






 

Assetmark Financial Holdings Inc's Segments
 
 
• View Complete Report
  Company Estimates  
  Revenue Outlook
Assetmark Financial Holdings Inc does not provide revenue guidance.

Earnings Outlook
Assetmark Financial Holdings Inc does not provide earnings estimates.

 
Geographic Revenue Dispersion




Help

About us

Advertise

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research. 
   Copyright © 2024 CSIMarket, Inc. All rights reserved. This site uses cookies to make your browsing experince better. By using this site, you agree to the Terms of Service and Privacy Policy - UPDATED (Read about our Privacy Policy)

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com