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AssetMark Financial Holdings, Inc. (AMK)

NYSE - NYSE Delayed Price. Currency in USD
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23.24-0.83 (-3.45%)
At close: 04:00PM EST
23.24 -0.06 (-0.26%)
After hours: 04:00PM EST

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 Employees732

Key Executives

NameTitlePayExercisedYear Born
Ms. Natalie Grace WolfsenCEO & Director1.02MN/A1970
Mr. H. Michael KimPres & Chief Client Officer1.02MN/A1970
Mr. Charles George GoldmanConsultant1.54MN/A1962
Mr. Gary G. ZylaExec. VP & CFON/AN/A1972
Ms. Carrie Ellen Hansen CPAExec. VP, COO & Pres Mutual FundsN/AN/A1970
Dr. Jason Terrance Thomas C.F.A., CFA, Ph.D.Chief Investment OfficerN/AN/AN/A
Mr. Kian RafiaSr. Managing Director of Strategic AccountsN/AN/AN/A
Mr. Mukesh MehtaExec. VP & Chief Information OfficerN/AN/A1967
Mr. Taylor John Hamilton C.F.A.Head of Investor RelationsN/AN/AN/A
Mr. Ted F. Angus J.D.Exec. VP & Gen. CounselN/AN/A1971
Amounts are as of December 31, 2020 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 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. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; record-keeper and third-party administrator services for retirement products; wealth management services for institutional and individual investors; and insurance services on an intermediary basis. 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. operates as a subsidiary of Huatai International Investment Holdings Limited.

Corporate Governance

AssetMark Financial Holdings, Inc.’s ISS Governance QualityScore as of September 26, 2021 is 9. The pillar scores are Audit: 4; Board: 10; Shareholder Rights: 8; Compensation: 7.

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.