Huatai Securities:
A Leading TAMP

Recently Released!!!
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, &

Huatai Securities' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Private Phase
  • Genworth Financial Phase
  • Private Equity Phase
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.

Its profile includes detailed outlines of its core businesses, including:

  • AssetMark Financial Holdings
  • AssetMark
  • Aris Corporation of America
  • AssetMark Funds
  • AssetMark Trust Company
And its profile concludes with the highlights of its organizational structure & ownership.
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