| Name | Title | Ownership | Since |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. Control | Owner | Over 75% | 2022 |
| Carrie Ellen Hansen Control | Chief Operating Officer & Director | Under 5% | 2008 |
| Gary G. Zyla Control | Chief Financial Officer & Director | Under 5% | 2010 |
Assetmark, Inc. reports $77.4 billion in regulatory assets under management on its Form ADV.
Assetmark, Inc. reports 735 employees.
Assetmark, Inc. is based in Concord, CA and has been SEC-registered since 1999.
Assetmark, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1655 Grant Street, 10th Floor, Concord, CA 94520-2445 |
| Phone | 800-664-5345 |
| Fax | 866-559-5795 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1344551 |
| Discloses disciplinary history | Yes |
| Discretionary | $75.91B |
| Non-discretionary | $1.51B |
| Total (RAUM) | $77.41B |