Dedicated to Supporting Growth

    Since 1996, AssetMark’s has focused on delivering extensive wealth management and digital solutions, coupled with in-depth business consulting services, to help independent advisors grow their businesses.

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    Ownership

    About AssetMark

    AssetMark is a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. ("HTSC") is the controlling shareholder. HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai and Hong Kong stock exchanges.

    Read our policies and procedures that explain how we maintain all client data in the United States.

    Latest Blog Posts

    March 26, 2021

    How Financial Advisors Can Diversify Their Offering

    Specialization certainly has its benefits: Financial advisors who specialize build up deep knowledge in their chosen niche, and clients looking for that particular service...
    March 22, 2021

    Busting 3 Myths about Financial Advisor Client Communication

    Consider the financial advising experience from the client perspective. They’ve decided to entrust a stranger with a huge portion of their assets. More than that, they’ve...
    April 28, 2021

    How an End-to-End Asset Management Software Helps Advisors Focus on Their Clients

    For financial advisors, change is to be expected. Much of our work centers on responding to change—market fluctuations, ensuring positive change in clients’ lives,...