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AssetMark Financial Holdings, Inc. (AMK)

NYSE - NYSE Delayed Price. Currency in USD
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34.41-0.12 (-0.35%)
At close: 04:00PM EDT
34.41 0.00 (0.00%)
After hours: 06:08PM EDT

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
IndustryAsset Management
Full Time Employees1,000

Key Executives

NameTitlePayExercisedYear Born
Mr. H. Michael KimPresident, CEO & Director1.5MN/A1970
Mr. Gary G. ZylaExecutive VP, Principal Accounting Officer & CFO1.07MN/A1972
Ms. Carrie Ellen Hansen CPAExecutive VP, COO & President Mutual Funds1.03MN/A1970
Mr. Christian L. Chan C.F.A.Chief Investment OfficerN/AN/AN/A
Mr. Mukesh Kantilal MehtaExecutive 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.Executive VP & General CounselN/AN/A1971
Mr. Michael Joel Abelson C.F.A.Executive Vice President of Corporate DevelopmentN/AN/AN/A
Ms. Esi Minta-JacobsExecutive VP and Head of HR & Digital Product SolutionsN/AN/A1972
John HahnSenior VP of Finance & ReportingN/AN/AN/A
Amounts are as of December 31, 2023 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., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. 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 July 1, 2024 is 9. The pillar scores are Audit: 4; Board: 10; Shareholder Rights: 7; Compensation: 6.

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.