Date Published: May 1, 2016
Summary Power Point Deck: 18 Slides
Reference Power Point Deck: 212 Slides
Huatai Securities' AssetMark Financial Holdings was founded in 1996 by Ron Cordes, Brian O'Toole, & Richard Steiny. The firm is led by its Co-Executive Chairmen Ron Cordes & Richard Steiny and its CEO Charles Goldman. Its web sites can be found at www.htsc.com, www.assetmark.com & www.ewealthmanager.com.
Huatai Securities' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, financial advisor clients, clients, accounts, assets under management, net flows, revenues, & net profits.
- Private Phase
- Genworth Financial Phase
- Private Equity Phase
Its profile includes detailed outlines of its core businesses, including:
And its profile concludes with the highlights of its organizational structure & ownership.
- AssetMark Financial Holdings
- Aris Corporation of America
- AssetMark Funds
- AssetMark Trust Company