AssetMark Posts $84 billion in AUM under new CEO AssetMark reported a 33.8% increase in AUM following a recent pivot to offer products tailored to registered ...

Assetmark is based out of Concord. Assetmark is a large advisory firm with 374572 clients and discretionary assets under management (AUM) of $64,167,042,081 ...

AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.

Assets, Funds, Holdings ; AUM, $55.2 BB (2023-03-24) ; Employees, 752 (34% Investors, 50% Brokers) ; Phone, 800-664-5345 ; Address, 1655 Grant Street Concord, CA ...

20 июн. 2024 г. · AssetMark will acquire approximately $12 billion in assets from the Morningstar Wealth Turnkey Asset Management Platform (TAMP).

20 дек. 2023 г. · Huatei Securities is ready to cash out of AssetMark, after it hits $100-billion of AUM and $2-billion in market cap, according to reports.

29 июл. 2021 г. · AssetMark ranks third largest TAMP by assets right behind SEI at $226.8 billion in AUM and Envestnet at $286 billion in AUM.

20 июн. 2024 г. · We are advising AssetMark on the strategic alliance and acquisition of assets from Morningstar's TAMP business.

20 июн. 2024 г. · AssetMark is acquiring $12 billion in assets by taking over the Morningstar Wealth Turnkey Asset Management Platform, the companies ...

20 июн. 2024 г. · AssetMark, which is also a registered investment advisor, had close to $117 billion of platform assets as of March 31. In April, the firm struck ...