AssetMark Privacy Policies and Notices
We want to ensure you have a clear understanding of how AssetMark collects, uses, and shares your personal information. Please familiarize yourself with our privacy practices and the specific privacy notices that may apply to you.
California Notice at Collection of Personal Information
For Account Holders and Prospective Account Holders
For AssetMark, Inc., AssetMark Trust Company, AssetMark Services, Inc., AssetMark Wealth Services, Inc., and AssetMark Brokerage, LLC.
California Residents
This Notice at Collection describes the categories of California Personal Information that we collect from account holders and prospective account holders. If you would like to learn more about our information practices, please visit our privacy policy. In this Notice at Collection, “we,” “us,” and “our” refer to AssetMark, Inc., AssetMark Trust Company, AssetMark Services, Inc., AssetMark Wealth Services, Inc., and AssetMark Brokerage, LLC (collectively, “AssetMark”). “You” refers to you, an individual.
Information We Collect
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CATEGORIES OF INFORMATION WE COLLECT |
PURPOSE FOR WHICH THE INFORMATION WILL BE USED |
LENGTH OF TIME WE KEEP THE INFORMATION |
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Identifiers, such as your name, address, Internet Protocol (IP) address, device identifier, e-mail address, account name and number, telephone number(s), signature and sensitive personal information such as social security number, driver’s license number, and passport number. |
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As required by law. Typically a minimum of six years. |
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Commercial information, such as products or services purchased. |
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As required by law. Typically a minimum of six years. |
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Internet or other electronic network activity, such as your interaction with our websites. |
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A maximum of 26 months. |
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Audio information, such telephone calls on recorded lines. |
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Three years. |
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Visual information, such as images from security cameras in certain locations in our offices and surrounding areas. |
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30 days. |
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Professional or employment-related data, such as your work history and income. |
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As required by law. Typically a minimum of six years. |
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Inferences drawn from the information we collect about you. |
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No longer than the information on which the inferences are based. |
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Sensitive personal information, including your log-in and account number in combination with any security or access code or password. |
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As required by law. Typically a minimum of six years. |
Information We Sell or Share
We do not sell or share your California Personal Information with third parties unless you have directed us to share this information through your affirmative acceptance of Data Analytics Cookies and/or Targeted Advertising Cookies. If you have opted in and accepted those cookies, our websites share your IP address, the URL you came from, and your interaction with our websites with our analytics providers, third-party advertising networks, and social media platforms for their use in cross-context behavioral advertising across multiple websites. You can withdraw your consent at any time:
- You may manage your Privacy Preferences at any time by clicking on the link located in the footer of the displayed page. Please note that all cookies except Essential Services Cookies are automatically turned “off” unless you affirmatively turn them on. If you want to change your selections at any time, please return to the Privacy Preferences link located on the footer of your browser, after you have logged in. You may also send us an opt-out preference signal through your privacy controls available on your web browser. We will treat your opt-out preference signal as your instruction to turn off all cookies except Essential Services Cookies.
Date Last Updated: May 2026