AssetMark Financial Holdings, Inc. (AMK)

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
https://www.assetmark.com

Sector(s): Financial Services
Industry: Asset Management
Full Time Employees: 980

Key Executives

Name	Title	Pay	Exercised	Year Born
Ms. Natalie Grace Wolfsen	CEO & Director	1.43M	N/A	1971
Mr. H. Michael Kim	Pres & Chief Client Officer	1.36M	N/A	1971
Mr. Gary G. Zyla	Exec. VP, Principal Accounting Officer & CFO	1.09M	N/A	1973
Ms. Carrie Ellen Hansen CPA	Exec. VP, COO & Pres Mutual Funds	N/A	N/A	1970
Mr. Christian L. Chan C.F.A., CFA	Chief Investment Officer	N/A	N/A	N/A
Mr. Mukesh Kantilal Mehta	Exec. VP & Chief Information Officer	N/A	N/A	1967
Mr. Taylor John Hamilton C.F.A.	Head of Investor Relations	N/A	N/A	N/A
Mr. Ted Fyke Angus J.D.	Exec. VP & Gen. Counsel	N/A	N/A	1972
Ms. Tamara N. Bohlig	Chief Marketing Officer	N/A	N/A	1969
Mr. Michael Joel Abelson C.F.A., CFA	Exec. VP of Corp. Devel.	N/A	N/A	N/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.

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 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.