AssetMark Financial Holdings Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1996

Year Founded

  • Professionals
  • 244

Professionals

  • AUM

AssetMark Financial Holdings General Information

Description

AssetMark Financial Holdings is an investment advisor firm based in Concord, California. Established in 1996, the firm serves independent financial advisors and their clients. It provides a range of solutions, including investment management, portfolio management, asset management, and technology services, to help advisors manage their business and deliver better investor outcomes. The assets are managed by the executive management team.

Contact Information

Website
www.assetmark.com
Formerly Known As
AssetMark Investment Services
Year Founded
1996
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Executive Vice President and Chief Financial Officer
Email
ga
Phone
+1 (800)
Corporate Office
  • 1655 Grant Street
  • 10th Floor
  • Concord, CA 94520
  • United States
+1 (800)

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AssetMark Financial Holdings Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

AssetMark Financial Holdings Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

AssetMark Financial Holdings Affiliates

Subsidiaries (3)

Name Industry Location Year Founded
Voyant Austin, TX 2005
Adhesion Wealth Advisor Solutions Charlotte, NC 1999
Aris Corporation of America State College, PA 1974

AssetMark Financial Holdings FAQs

  • When was AssetMark Financial Holdings founded?

    AssetMark Financial Holdings was founded in 1996.

  • Where is AssetMark Financial Holdings headquartered?

    AssetMark Financial Holdings is headquartered in Concord, CA.

  • How many Assets Under Management (AUM) does AssetMark Financial Holdings have?

    AssetMark Financial Holdings has in assets under management.

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