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

    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...
    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...
    January 7, 2021

    How Outsourced Investment Management Can Improve Your Practice

    Deciding to outsource investment management can be transformative to your business—which is a pretty intimidating prospect. There are a lot of unknowns associated with...