AssetMark Financial Holdings:
A Leading Turnkey Asset Management Program (TAMP) Provider
Recently Released!!!
Date Published: May 21, 2024
Summary PowerPoint Deck: 66 Slides
Reference PowerPoint Deck: 216 Slides
AssetMark Financial Holdings was founded in 1996 as AssetMark Investment Services as a subsidiary of Asset Consulting Group by Ron Cordes, Brian O'Toole, & Richard Steiny. AssetMark Financial Holdings is based in Concord, CA. AssetMark Financial Holdings has 990 employees, 7,890 institutional clients, 9,323 financial advisor clients, 374,574 accounts, $108.9 billion assets under management & administration, $65.6 billion assets under management, $6.1 billion net flows, $709 million revenues, and $123.1 million net profits. AssetMark Financial Holdings is led be its CEO Michael Kim & Chief Operating Officer Carrie Hansen. AssetMark Financial Holdings is privately owned. Its websites can be found at www.assetmark.com & www.ewealthmanager.com.
AssetMark Financial Holdings' comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
Its profile includes detailed outlines of its core businesses, including:
Date Published: May 21, 2024
Summary PowerPoint Deck: 66 Slides
Reference PowerPoint Deck: 216 Slides
AssetMark Financial Holdings was founded in 1996 as AssetMark Investment Services as a subsidiary of Asset Consulting Group by Ron Cordes, Brian O'Toole, & Richard Steiny. AssetMark Financial Holdings is based in Concord, CA. AssetMark Financial Holdings has 990 employees, 7,890 institutional clients, 9,323 financial advisor clients, 374,574 accounts, $108.9 billion assets under management & administration, $65.6 billion assets under management, $6.1 billion net flows, $709 million revenues, and $123.1 million net profits. AssetMark Financial Holdings is led be its CEO Michael Kim & Chief Operating Officer Carrie Hansen. AssetMark Financial Holdings is privately owned. Its websites can be found at www.assetmark.com & www.ewealthmanager.com.
AssetMark Financial Holdings' comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
- Early Phase
- Huatai Securities Phase
- Initial Public Offering (IPO) Phase
- GTCR Phase
Its profile includes detailed outlines of its core businesses, including:
- AssetMark
- AssetMark Funds
- AssetMark Trust Company
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
