AssetMark
AMK

About: AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. It provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.

Employees: 990

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Delisted

AMK was delisted on the 6th of September, 2024.

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AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors

A suite of new strategies added to AssetMark platform to help advisors serve their clients. A suite of new strategies added to AssetMark platform to help advisors serve their clients.

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

July AMK Report

CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

July AMK Report

AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite

CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the expansion of its Cash Solutions suite with the addition of FDIC-insured certificates of deposit (CD Plus) and purchased Money Market Funds (MMFs). This strategic initiative enhances AssetMark's existing offerings, empowering advisors to capitalize on the estimated $8 billion share of wallet opportunity within the wealth client cash holding space, as identified by AssetMark's analysis.

AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite

Zacks Investment Research

Compared to Estimates, AssetMark Financial (AMK) Q2 Earnings: A Look at Key Metrics

The headline numbers for AssetMark Financial (AMK) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, AssetMark Financial (AMK) Q2 Earnings: A Look at Key Metrics

Zacks Investment Research

AssetMark Financial (AMK) Q2 Earnings Match Estimates

AssetMark Financial (AMK) came out with quarterly earnings of $0.66 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.55 per share a year ago.

AssetMark Financial (AMK) Q2 Earnings Match Estimates

AssetMark Reports $119.4B Platform Assets for Second Quarter 2024

CONCORD, Calif., July 18, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2024.

AssetMark Reports $119.4B Platform Assets for Second Quarter 2024

June AMK Report

CONCORD, Calif., July 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

June AMK Report

Zacks Investment Research

AssetMark (AMK) & Morningstar Wealth Form Strategic Alliance

AssetMark (AMK) establishes a strategic alliance with Morningstar Wealth to acquire roughly $12 billion in assets. This move aligns with AssetMark's strategy to boost its offerings.

AssetMark (AMK) & Morningstar Wealth Form Strategic Alliance

AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business

CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth , a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN).

AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business

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