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AssetMark Financial Holdings Inc AMK

Rating as of

Morningstar’s Analysis

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1-Star Price

PREMIUM

5-Star Price

PREMIUM

Economic Moat

PREMIUM

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Company Profile

Business Description

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 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.

Contact
1655 Grant Street, 10th Floor
Concord, CA, 94520
T +1 925 521-2200
Sector Financial Services
Industry Asset Management
Most Recent Earnings Dec 31, 2020
Fiscal Year End Dec 31, 2019
Stock Type Cyclical
Employees 732