52 Week Range
As of on the New York Stock Exchange ∙ Minimum 15 minute delay
3M AVG Volume
52 Week High
52 Week Low
Shares Out (MIL)
Market Cap (MIL)
Dividend (Yield %)
Assetmark Financial Holdings Sees 2020 Revenue Less Cost Of Revenue $293-$294 Million
AssetMark Financial Holdings Reports Q3 Rev Of $107.1 Million
AssetMark Financial Holdings Reports Q2 Loss Per Share $0.14
AssetMark Financial Holdings, Inc. is a provider of wealth management and technology solutions. The Company’s platform enables advisers to outsource services. It provides an end-to-end experience from initial conversations to ongoing financial planning discussions, including performance reporting and billing. It provides tools for advisers to manage their business activities. Its platform includes integrated technology platform, personalized adviser service and investment platform. Its integrated platform is built for advisers, providing advisers access to a range of automated processes, including new account opening, portfolio construction, investor reporting, progress to goal analysis and client activity tracking. It also provides a spectrum of services for many aspects of the adviser’s firm. These services include business support from field professionals, operations, service support teams and specialty teams, including business management consultants and retirement consultants.
1655 Grant St Fl 10
Chairman of the Board
Charles M. B. Goldman
President, Chief Executive Officer, Director
Chief Financial Officer, Executive Vice President
Carrie E. Hansen
Chief Operating Officer, Executive Vice President
Jeremiah H. Chafkin
Executive Vice President, Chief Investment Officer
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When former investment manager Ron Cordes started a charitable foundation in 2007, he got frustrated because he could only "do good" when he was actively giving the money away to needy causes.
Quote and financial data from Refinitiv. Fund performance data provided by Lipper. All quotes delayed a minimum of 15 minutes.