AssetMark Financial Holdings, Inc. (AMK)

34.50 -0.14 (-0.40%) At close: 04:00PM 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
Industry: Asset Management
Full-time employees: 990

Key executives

Name	Title	Pay	Exercised	Year born
Mr. H. Michael Kim	President, CEO & Director	1.5M	N/A	1970
Mr. Gary G. Zyla	Executive VP, Principal Accounting Officer & CFO	1.07M	N/A	1973
Ms. Carrie Ellen Hansen CPA	Executive VP, COO & President Mutual Funds	1.03M	N/A	1970
Mr. Christian L. Chan C.F.A.	Chief Investment Officer	N/A	N/A	N/A
Mr. Mukesh Kantilal Mehta	Executive 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.	Executive VP & General Counsel	N/A	N/A	1972
Mr. Michael Joel Abelson C.F.A.	Executive Vice President of Corporate Development	N/A	N/A	N/A
Ms. Esi Minta-Jacobs	Executive Vice President of Human Resources & Digital Product Solutions	N/A	N/A	1973
John Hahn	Senior VP of Finance & Reporting	N/A	N/A	N/A

Amounts are as of 31 December 2023, and compensation values are for the last fiscal year ending on that date. Pay includes 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 1 April 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 10 indicates higher governance risk.