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  2. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission.

  3. Feb 21, 2024 · Advisors and Households: Over 9,300 advisors and 254,000 investor households served, with 154 new producing advisors added. Adjusted Net Income: Improved by 28.3% to $44.0 million, or $0.59...

  4. AssetMark Financial Holdings, Inc. (“AssetMark”) is a leading wealth management technology platform for financial advisors. In 2024, AssetMark became an independent, U.S.-owned private company following its acquisition by GTCR, a private equity firm based in Chicago, Illinois.

  5. Sep 5, 2024 · AssetMark has 5 employees across 3 locations and $708.5 m in annual revenue in FY 2023. See insights on AssetMark including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.

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  6. Discover GuideMark® Funds and other investment solutions offered through AssetMark, Inc. for financial advisors and investors.

  7. Assetmark has advisors who are representatives of broker-dealers, resulting in earned commissions from transactions that involve brokerage firms’ sub-advising of its mutual funds. However, the firm and its advisors have a fiduciary duty to always act in clients' best interests.

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