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Assetmark Financial Holdings, Inc.

OwnerAssetmark, Inc.

About Assetmark Financial Holdings, Inc.

Assetmark Financial Holdings, Inc. is listed as Owner at Assetmark, Inc. in Concord, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Assetmark, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Assetmark Financial Holdings, Inc. work?

Assetmark Financial Holdings, Inc. is listed as Owner at Assetmark, Inc. on SEC Form ADV.

How much of Assetmark, Inc. does Assetmark Financial Holdings, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Assetmark, Inc.

TitleOwner
OwnershipOver 75%
Control personYes
Since2022
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