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AssetMark Financial Holdings Inc
1655 Grant Street, 10Th Floor
Phone: (212) 624-9500p:212 624-9500 CONCORD, CA  94520  United States Ticker: AMKAMK
This is a Subsidiary, click here for the Parent Company
Business Summary
AssetMark Financial Holdings, Inc. provides a wealth management platform that powers independent financial advisers and their clients. The Company’s platform provides advisers with an integrated suite of products and services that facilitates growth, streamlines workflows and provides scale to advisers’ businesses, so they can better serve their clients, who are investors of all sizes. Its platform includes Flexible technology platform, Personalized and scalable adviser service, Curated investment platform and Financial planning technology. Its integrated, open-architecture platform is built for advisers. Advisers have access to a range of automated tools and capabilities that help them differentiate the client experience, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking. It also provides a full spectrum of services for many aspects of the adviser’s firm.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-YesYes--

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202312/31/2023YesYes-YesYes

Industries
SIC Code Description
6282 Investment advice
8748 Business consulting services, not elsewhere classified
8742 Management consulting services

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board XiaoningJiao 52 4/21/2020 1/1/2020
Chief Executive Officer, Director MichaelKim 54 9/8/2023 1/1/2018
Chief Financial Officer, Executive Vice President GaryZyla 51 1/1/2011 1/1/2011
10 additional Officers and Directors records available in full report.

Business Names
Business Name
Adhesion Wealth Advisor Solutions
AMK
AqGen Liberty Management I
19 additional Business Names available in full report.

General Information
Number of Employees: 990 (As of 12/31/2023)
Outstanding Shares: 74,399,237 (As of 3/27/2024)
Shareholders: 43
Stock Exchange: NYSE
Federal Tax Id: 300774039
Fax Number: (302) 655-5049


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Thursday, April 25, 2024