We want you to understand the categories of personal information we collect and the purposes for which the information will be used. We do not sell your personal information. If you would like to learn more about our privacy practices, please visit our California privacy policy page.
In this 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 PERSONAL INFORMATION WE COLLECT | PURPOSE FOR WHICH THE PERSONAL INFORMATION WILL BE USED | ||
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Identifiers, such as your name, address, Internet Protocol (IP) address, unique personal identifier (device identifier), e-mail address, account name, social security number, driver’s license number, passport number, membership number(s), telephone number(s) and signature.
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Additional personal information such as age, citizenship, marital status, medical condition, physical or mental disability, gender. |
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Financial information such as information about your assets and liabilities that you hold with other financial institutions.
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Commercial information, such as products or services purchased or considered. |
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Internet or other electronic network activity, such as your interaction with our website and, if applicable, your interactions with your account(s). |
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Audio, electronic and visual information, such as voice recordings when you call us on a recorded line, or your photograph if you visit a location with security cameras. |
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Professional or employment-related data, such as your work history and income. |
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Inferences drawn from any of the information that we collect about you to create a profile about you and your preferences. |
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Last updated: January 15, 2021
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.
© 2021 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)