AssetMark Financial Holdings, Inc.

  • Market Cap: Small Cap
  • Industry: Financial Conglomerates
  • ISIN: US04546L1061
USD
35.24
0.00 (0.00%)
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About AssetMark Financial Holdings, Inc. stock-summary
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AssetMark Financial Holdings, Inc.
Financial Conglomerates
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.
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Company Details
1655 Grant St Fl 10 , CONCORD CA : 94520-2600
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Tel: 1 212 62495001 925 5212273
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Registrar Details
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Shareholding Snapshotstock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 58 Schemes (16.09%)

Foreign Institutions

Held by 84 Foreign Institutions (7.72%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summary Board of Directorsstock-summary
Management
Designation
Ms. Xiaoning Jiao
Chairman of the Board
Mr. Charles Goldman
President, Chief Executive Officer, Director
Mr. Bryan Lin
Director
Ms. Ying Sun
Director
Mr. Yi Zhou
Director
Shri. Rohit Bhagat
Independent Director
Ms. Patricia Guinn
Independent Director
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Revenue and Profits:
Net Sales:
198 Million
(Quarterly Results - Jun 2024)
Net Profit:
32 Million
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Industry

Financial Conglomerates

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Market cap

USD 2,622 Million (Small Cap)

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P/E

16.00

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Industry P/E

NA

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Dividend Yield

99.84%

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Debt Equity

-999,999.00

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Return on Equity

12.12%

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Price to Book

1.95