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AssetMark Financial Holdings, Inc. (AMK)

NYSE - Nasdaq Real Time Price. Currency in USD
31.05+0.44 (+1.44%)
As of 03:22PM EDT. Market open.

AssetMark Financial Holdings, Inc.

1655 Grant Street
10th Floor
Concord, CA 94520
United States
(925) 521-2200

Sector(s)Financial Services
IndustryAsset Management
Full Time Employees980

Key Executives

NameTitlePayExercisedYear Born
Ms. Natalie Grace WolfsenCEO & Director1.43MN/A1971
Mr. H. Michael KimPres & Chief Client Officer1.36MN/A1971
Mr. Gary G. ZylaExec. VP, Principal Accounting Officer & CFO1.09MN/A1973
Ms. Carrie Ellen Hansen CPAExec. VP, COO & Pres Mutual FundsN/AN/A1970
Mr. Christian L. Chan C.F.A., CFAChief Investment OfficerN/AN/AN/A
Mr. Mukesh Kantilal MehtaExec. VP & Chief Information OfficerN/AN/A1967
Mr. Taylor John Hamilton C.F.A.Head of Investor RelationsN/AN/AN/A
Mr. Ted Fyke Angus J.D.Exec. VP & Gen. CounselN/AN/A1972
Ms. Tamara N. BohligChief Marketing OfficerN/AN/A1969
Mr. Michael Joel Abelson C.F.A., CFAExec. VP of Corp. Devel.N/AN/AN/A
Amounts are as of December 31, 2021 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.


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 also provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. In addition, the company provides SaaS-based financial planning, wellness, and client digital engagement solutions. Further, it offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management solutions for individual investors. The company serves independent advisers who provide wealth management advice to the U.S. investors and advisers. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. is a subsidiary of Huatai International Investment Holdings Limited.

Corporate Governance

AssetMark Financial Holdings, Inc.’s ISS Governance QualityScore as of March 1, 2023 is 9. The pillar scores are Audit: 2; Board: 10; Shareholder Rights: 7; Compensation: 9.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.