Company Information
USD
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- (-%)
NYSE:AMK, ASSETMARK FINANCIAL HOLDINGS, INC.
Industry: Asset Management
End of Day: 6 September 2024 GMT-4
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.
Address
1655 Grant Street, 10th Floor
Website
Classification
Sector
Financial Services
Industry Group
Asset Management
Industry
Asset Management
Key Executives
Mr. Michael Kim
CEO/Director
Mr. Joseph M. Velli
Director
Mr. Rohit Bhagat
Director
Ms. Patricia Lynn Guinn
Director
Mr. Yi Zhou
Director
Mr. Gary Zyla
CFO/Chief Accounting Officer/Executive VP
Mr. Ted Angus
Executive VP/General Counsel
Ms. Carrie Hansen
COO/Executive VP
Mr. Mukesh Mehta
Chief Information Officer/Executive VP
Mr. Bryan Lin
Director
Ms. Ying Sun
Director
Ms. Esi Minta-Jacobs
Executive VP, Divisional
Ms. Xiaoning Jiao
Chairman of the Board/Director
Mr. Lei Wang
Director
Mr. Joel David McNatt
Executive VP, Divisional
Ownership
Institution Holdings
JPMorgan Chase & Co
2,980,823 (4.008%)
Vanguard Group Inc
2,116,522 (2.846%)
J.P. Morgan Investment Management, Inc.
2,043,698 (2.748%)
BlackRock Inc
1,937,171 (2.605%)
Jennison Associates LLC
1,853,384 (2.492%)
JPMorgan Asset Management Inc
1,710,819 (2.300%)
Capital World Investors
1,611,713 (2.167%)
Capital Research and Management Company
1,611,713 (2.167%)
T. Rowe Price Investment Management,Inc.
1,512,437 (2.034%)
PGIM Investments LLC
1,135,242 (1.526%)
Individual Holdings
Mr. Charles G. Goldman
2,023,512 (2.795%)
Mr. Michael Kim
364,777 (0.491%)
Mr. Mukesh Mehta
313,671 (0.424%)
Ms. Carrie Hansen
145,193 (0.196%)
Mr. Ted Angus
123,445 (0.167%)
Mr. Gary Zyla
100,581 (0.136%)
Ms. Esi Minta-Jacobs
69,295 (0.094%)
Mr. Rohit Bhagat
68,221 (0.092%)
Ms. Patricia Lynn Guinn
26,525 (0.036%)
Mr. Joel David McNatt
25,956 (0.035%)
Funds Holdings
JPM US Small Cap Core-Composite
1,685,971 (2.267%)
JPMorgan Small Cap Equity Fund
1,521,754 (2.046%)
PGIM Jennison Small Company Fund
1,039,549 (1.398%)
Jennison SMid Cap Core Equity
1,032,251 (1.388%)
Vanguard Small Cap Index
569,002 (0.765%)
iShares Russell 2000 ETF
560,657 (0.754%)
T. Rowe Price U.S. Small-Cap Value Eq Tr
502,517 (0.676%)
JPM US Smaller Companies Fund
361,861 (0.487%)
Vanguard Institutional Extnd Mkt Idx Tr
324,803 (0.437%)
Fidelity Small Cap Index Fund
220,706 (0.297%)
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