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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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.

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Latest Blog Posts

September 1, 2020

Respect is a Core Value of AssetMark

At our recent executive committee meeting, we discussed the terrible tragedy of the senseless killing of George Floyd. It was an emotional conversation. All of us are...
September 25, 2020

Untapped Opportunities Stemming from COVID-19

I just read a summary of a J.D. Power Wealth Management report on how advisors are handling COVID-19. While the pandemic has forced a command performance of crisis...
December 11, 2020

Rethinking Your “Giving Season” Philosophy

As a challenging year comes to an end, despite the many hardships that affect us all, people are still looking at ways they can donate time and money to help those in even...