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Assetmark Financial Holdings, Inc.

Sole Shareholder - Direct OwnerAtria Investments, Inc.

About Assetmark Financial Holdings, Inc.

Assetmark Financial Holdings, Inc. is listed as Sole Shareholder - Direct Owner at Atria Investments, Inc. in Charlotte, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Atria Investments, 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 Sole Shareholder - Direct Owner at Atria Investments, Inc. on SEC Form ADV.

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

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

Atria Investments, Inc.

TitleSole Shareholder - Direct Owner
OwnershipOver 75%
Control personYes
Since2022
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