Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. AssetMarks due diligence professionals follow a disciplined, defined process when assessing the suitability of investment managers and strategies to include in our investment lineup. Meet Your Goals, Overcome Your Challenges AssetMark's services are designed to help financial advisors advance their practice no matter what their size, goals, or specialty. Elevate the client experience and streamline your administrative tasks with AssetMark's digital solutions. 2022 Copyright AssetMark, Inc. All rights reserved. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. After checking the regulatory records of Assetmark, our system has identified the following question(s) to ask. As a financial advisory firm, Assetmark can provide a variety of financial planning services for Americans. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Assetmark Inc. increased its stake in Celanese Co. (NYSE:CE - Get Rating) by 46.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.The . 2022 Copyright AssetMark, Inc. All rights reserved. Stock Performance Shares of AssetMark Financial Hldgs were trading at $20.47 as of October 28. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Currently Assetmark is also a Broker-Dealer or is affiliated with one. AssetMark Complete Wealth Management can help you strengthen relationships and win new business. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Trade tensions played an important role in the sharp drop in equity markets in late 2018; markets are again showing concern. Visit our ownership page for more information. AssetMark and third-party strategists and managers are separate and unaffiliated companies. Visit our ownership page for more information. We can save you time on back-office tasks so that you can focus on directly supporting your clients. Our people are committed to your success, and work hard to deliver the services and capabilities you need to serve your clients and grow your business. Serving more than 190,000 accounts held by investors*, Competitive interest rates on securities-backed lines of credit, Free interest bearing checking accounts linked directly to investment accounts, Easy application process on all banking services, Can continue to be a primary point of contact, Retain assets across generations by using successor trustee language enhancing the value of your practice, Remain the primary relationship contact while managing trust assets, Continue to play a significant role in helping your clients make sound investment decisions, Retain assets under management that might otherwise be managed at traditional trust departments, Gain a competitive advantage over other advisors who do not offer these services, Provides a one-stop approach to help manage client investment needs, Client retains you as the investment professional to manage their trust assets, A wider array of investment choices than through traditional trust institutions. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. computer Use our investment solutions to maintain a disciplined portfolio in all market conditions, for a range of investor goals, and a spectrum of risk tolerance. Why Invest $82B+ Platform assets 1 7.5% net flows as percent of beginning of period platform assets 2 13 %+ Total revenue CAGR 3 29.6 % Assetmark manages $60.1 billion and provides investment advisory services for 301,043 clients (1:1701 advisor/client ratio). The views expressed here are those of each respective presenter or company, and they are solely responsible for their content. Net flows were $396 million in the month of October, down 47.5% year-over-year. AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. AssetMark offers a range of portfolio solutions that incorporate a risk-forward approach and innovative thinking around investment evaluation and portfolio construction. Stock Performance Shares of AssetMark Financial Hldgs were trading at $20.47 as of October 28. Phoenix, Arizona, United States. With just a few simple inputs, the tool provides you with a sophisticated view of your business performance, allowing you to benchmark your firm, calculate key performance metrics, and provide comparisons against key performance indicators. The fund owned 4,706 shares of the company's stock after selling 1,376,615 shares during the quarter. CONCORD, Calif., Nov. 01, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2022. AssetMark Trust is an integrated custodian that brings AssetMark's client-focused approach to the secure custody of client assets. print Remember me. This relationship could introduce bias where a firm and its advisors may push those products over others that may have a more favorable performance with which they are not affiliated. 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. The bottom line: AssetMark is an asset management firm that individual investors can access through their independent financial advisors for portfolio management services. AE Wealth Management LLC's holdings in W. P. [] Company highlights for the month of October 2020 include: Platform assets of $66.5 billion at the end of October, up 12.3%% year-over-year. Visit our ownership page for more information. Your clients will be able to view and monitor their portfolio anytime, anywhere. Item 11 Disclosure Information contains a list of valuable disclosures that are relevant for Americans. When? Advanced search . All of these conflicts can negatively impact clients via hidden fees and overall higher costs. (101424 | C20-16871) The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. AssetMark Performance Analyst in Concord makes about $137,000 per year. The consensus expectation seems to be that . AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Our website uses cookies. The institutional investor owned 236 shares of the . AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. 2022 Copyright AssetMark, Inc. All rights reserved. Our solutions are linked to the financial data aggregator Yodlee, which connects to over 17,000 global data sources. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Our solutions integrate into your CRM and with vetted third-party technology, such as Redtail, Voyant, MoneyGuide, and more. eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust. AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The institutional investor owned 18,575 shares of the credit-card processor's stock after purchasing an additional 2,586 shares during the period. AssetMark is not responsible and does not control, endorse, nor guarantee the content, products and/or services from the linked-to site. demand for advice is growing--40% of investors say they need more advice than ever before--but advisors will still have to be extra savvy in demonstrating their value to generate and convert leads. Assetmark Inc. reduced its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV - Get Rating) by 99.7% in the second quarter, according to the company in its most recent filing . | November 3, 2022. Deliver simple, intuitive visualizations that help investors see where they stand, how they can expect performance to change under different market conditions, life events, and more. The advertisements were allegedly circulated to prospective clients interested in separately managed accounts provided by . You should consult the privacy policy of the linked-to site for further information. AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. Our people are committed to your success, and work hard to deliver the services and . By basing your decisions off of the right data, you can easily review scenarios and present potential outcomes to your clients. After checking the disciplinary records of Assetmark, our system has identified the following question(s) to ask. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. [] Assetmark Inc. lifted its position in shares of RH (NYSE:RH - Get Rating) by 362.7% during the 2nd quarter, HoldingsChannel.com reports. Assetmark Inc. lifted its holdings in shares of The Hanover Insurance Group, Inc. (NYSE:THG - Get Rating) by 139.2% in the second quarter, HoldingsChannel.com reports. AssetMarks proprietary solutions and integrated third-party technologies are all designed to make a differenceto the amount of time you spend tending to back-office tasks, to your clients experience, and to the success of your business. CONCORD, Calif., April 28, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2022. Views: 763 (trailing six months). phone For the most up-to-date information, please view the applicable SEC and FINRA reports above. Assetmark Inc. lessened its holdings in shares of State Street Co. (NYSE:STT - Get Rating) by 16.8% in the second quarter, according to the company in its most recent 13F filing with the . Assetmark, registered in 1999, serves 53 state(s) with a licensed staff of 177 advisors. The performance of these six stocks contributed 5.4% to the S&P 500 return while the remaining 494 stocks contributed -8.4% to the S&P 500 return year to date. Once you have decided on a specific course of action for your client or prospect, log in to AssetMark's eWealthManager to create a live investment proposal. *SEC data last verified 11/04/2022. Youre not one to adopt technology for technologys sake; neither are we. Will anyone that was involved be involved with my accounts in any capacity? Flexible Investment Support Use our investment solutions to maintain a disciplined portfolio in all market conditions, for a range of investor goals, and a spectrum of risk tolerance. Help your clients stay on track toward their goals with AssetMarks portfolio solutions, research, and innovative investment strategies. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. . AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. (101424 | C20-16871). . The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. The company's stock had a trading volume of 64,289 shares, compared to its average volume of 72,577. , Inc. has a 52-week low of $ 178.28 and a reputation for integrity when it comes securing. Not responsible for managing workflow for a team of 30+ associates that maintain accounts on the site assetmark performance to! 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