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.

Protecting Client Information

Information Security Plan

Latest Blog Posts

October 22, 2020

Empowering Women in Financial Services

At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention...
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...
March 31, 2020

Our Response to an Unprecedented Time

For more than 20 years, AssetMark has been dedicated to making a difference in the lives of our advisors and their clients. Right now, we’re facing a truly unprecedented...