Is AssetMark a Chinese company?

About AssetMark HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai and Hong Kong stock exchanges.

Who is the CEO of AssetMark?

Natalie Wolfsen Chief Executive Officer Prior to becoming CEO, Natalie was the Chief Solutions Officer at AssetMark, focused on bringing new products and capabilities to advisors and investors.

Who owns AssetMark Inc?

Huatai International Investment Holdings LimitedAssetMark Investment Services Inc / Parent organization

What kind of company is AssetMark?

financial advisor firm
Assetmark is a fee-based financial advisor firm headquartered in Concord, California. The firm doesn’t work directly with clients, but its services are available to them through Assetmark-affiliated advisors at independent firms.

Is AssetMark a brokerage firm?

AssetMark Brokerage, LLC AssetMark Brokerage, LLC (“AssetMark Brokerage”) is a broker-dealer registered with the SEC and is a member of FINRA. AssetMark Brokerage is affiliated with AssetMark by common ownership and it is the Distributor for the Funds. AssetMark Retirement Services, Inc.

How long has AssetMark been in business?

Innovating for over 20 years Ever since AssetMark was founded in 1996, we’ve supported financial advisors in their efforts to deliver financial wellbeing for their clients.

How big is Assetmark?

Assetmark, Inc. has 75 total employees across all of its locations and generates $30.04 million in sales (USD). (Sales figure is modelled). There are 409 companies in the Assetmark, Inc. corporate family.

How many advisors does AssetMark have?

Through its network, the firm has almost $47 billion assets under management (AUM), overseen by a team of nearly 140 advisors.

How many employees does AssetMark have?

How many employees does AssetMark have? AssetMark has 729 employees.

Is AssetMark a good company to work for?

Is AssetMark a good company to work for? AssetMark has an overall rating of 3.6 out of 5, based on over 152 reviews left anonymously by employees. 62% of employees would recommend working at AssetMark to a friend and 62% have a positive outlook for the business. This rating has decreased by -1% over the last 12 months.

How big is AssetMark?

Is AssetMark a custodian?

AssetMark Trust is an integrated custodian that brings AssetMark’s client-focused approach to the secure custody of client assets. We seek to deliver peace of mind to independent financial advisors’ clients who want trusted and reliable custodian solutions.

Is AssetMark an RIA?

AssetMark Institutional is a channel exclusively focused on serving the unique needs of RIAs. While similar in kind to other varieties of financial advisors and financial advisory practices, RIAs can’t be served by the same kind of one-size-fits-all solution as others.