This Notice at Collection describes the categories of California Personal Information that we collect from account holders and prospective account holders. If you would like to learn more about our information practices, please visit our privacy policy. In this California Notice at Collection, “we,” “us,” and “our” refer to AssetMark, Inc., AssetMark Trust Company, AssetMark Retirement Services, Inc., and AssetMark Brokerage, LLC (collectively, “AssetMark”). “You” refers to you, an individual.
CATEGORIES OF INFORMATION WE COLLECT | PURPOSE FOR WHICH THE INFORMATION WILL BE USED | LENGTH OF TIME WE KEEP THE INFORMATION |
Identifiers, such as your name, address, Internet Protocol (IP) address, device identifier, e-mail address, account name and number, telephone number(s), signature and sensitive personal information such as social security number, driver’s license number, and passport number. |
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Commercial information, such as products or services purchased. |
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Internet or other electronic network activity, such as your interaction with our websites. |
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Audio information, such as telephone calls on recorded lines. |
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Visual information, such as images from security cameras in certain locations in our offices and surrounding areas. |
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Professional or employment-related data, such as your work history and income. |
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Inferences drawn from the information we collect about you. |
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Sensitive personal information, including your login and account number in combination with any security or access code or password. |
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Information We Sell or Share
We do not share your California Personal Information with third parties unless you direct us to do so. If you have affirmatively opted in to accept our performance and marketing cookies upon visiting our public websites, we share your IP address, the URL you came from, and your interaction with our websites with our analytics providers, third-party advertising networks, and social media platforms for their use in cross-context behavioral advertising across multiple websites. You can withdraw your consent:
Effective Date: January 1, 2023
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.
© 2023 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)