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.
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.
If you are a California resident, the personal information we collect about California Consumers will depend on our relationships and interactions with you. Please familiarize yourself with our privacy practices and the specific privacy notices that may apply to you.
Business Contacts, Prospective Business Contacts, and Website Visitors
Account Holders and Prospective Account Holders
For AssetMark Financial Holdings, Inc., AssetMark, Inc., AssetMark Trust Company, and AssetMark Services, Inc.
The following privacy principles apply when you visit us on our websites, assetmark.com and ewealthmanager.com, and when you interact with our advertisements online. In this Online Privacy Policy, “we” and “our” refers to AssetMark Financial Holdings, Inc., AssetMark, Inc. AssetMark Trust Company, and AssetMark Services, Inc. (collectively, “AssetMark”). “You” refers to you, an individual. Please note that this Online Privacy Policy does not apply to other financial service providers, such as your Financial Advisor and the firm(s) s/he is associated with.
When you visit our websites, our web servers collect the name of the domain and browser you used to access the Internet, your Internet Protocol (IP) address, and your device identifier. We also collect the time and date of your visit, the URL you came from before you landed on our website, pages of our websites that you visit and how much time you spend on each page, and the URL you go to when you leave our website, and other diagnostic data.
When you log into your account, our web servers also collect your name, email address, and the fact that you have entered a correct password to access your account. We also collect a record of any electronically entered instructions or communications that you enter while logged into your account. We use encryption and authentication tools to protect information that we obtain from you while you are logged into our websites.
We also collect information that you provide to us voluntarily through our websites, including when you sign up to receive our newsletter, when you submit information through our “Contact Us” form, and when you apply for employment through our “Careers” page.
Our websites use cookies to collect information online. Cookies are files with a small amount of data (text files) which may include an anonymous unique identifier. When you visit our websites, our server asks your browser to store cookies on your device to remember information about you, such as your language preferences or login information. Those cookies are set by us and return information to our servers. They are called first-party cookies.
Our websites also use third-party cookies, which are cookies from a domain other than our domain. These cookies are set for our advertising and marketing efforts. Third-party cookies are used for cross-site tracking, retargeting and ad serving. Third-party cookies provided by other domains and set by AssetMark return information to that other domain’s server.
Strictly necessary cookies. These cookies are essential for you to browse our websites and they cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in, or filling out forms.
Performance cookies. These cookies collect and analyze information about how you engage with the websites. These cookies tell us which pages are the most and least popular, and let us see how visitors move around the websites. One of the performance cookies we use is Google Analytics, which discloses this information with Google. Google may use the information to contextualize and personalize advertisements for its own advertising network. We do not disclose your information to Google Analytics unless you direct us to do so. By accepting performance cookies, you are directing us to disclose information collected by these cookies with Google Analytics and others who have placed the cookies, for the third party’s use.
Marketing/Targeting cookies. These cookies are set through our website by third parties, such as our advertising partners. These cookies track your online activity to help advertisers build a profile of your interests, deliver more relevant advertising to you on other websites, or to limit how many times you see an ad. By accepting these cookies, you are directing us to disclose information collected by these cookies with the third parties who have placed the cookies, for the third party’s use. If you do not accept these cookies, you will still see advertisements, but the advertisements will not be targeted to you.
Functional cookies. These cookies allow our websites to provide enhanced functionality and personalization. If you do not accept these cookies then some or all of these services may not function properly.
You decide which categories of cookies to accept from our websites. If you “Accept All,” or if you accept our performance or marketing / targeting cookies, you are affirmatively directing us to collect, use and disclose your information with third parties. You may update or change your cookie preferences at any time.
To update your preferences for the cookies you accept from assetmark.com, please click here.
To update your preferences for the cookies you accept from ewealthmanager.com, please click here and select “Cookies Settings”.
If you accept our performance cookies, we take this as your direction to disclose your online information with our analytics provider, Google Analytics. If you accept our marketing cookies, we take this as your direction to disclose your online information with our advertising and marketing providers to provide you with customized and relevant advertisements (also called interest-based advertising). We also disclose your information with our service providers and as permitted by law.
If you have affirmatively accepted performance and marketing / targeting cookies from us and directed us to disclose your information to others, we may use your information for interest-based and cross-contextual advertising. If you do not wish to have your information used for the purpose of serving you interest-based or targeted ads, you can reject our performance and marketing / targeting cookies at any time. In addition, you may opt-out of interest-based advertising by clicking here and following the instructions: networkadvertising.org/choices. Please note that this does not opt you out of being served all advertising, or even all of our advertisements. You will continue to receive generic advertisements. You may also continue to receive advertisements from AssetMark, but it will not be because you previously indicated an interest in AssetMark or our services.
If you affirmatively accept performance and marketing / targeting cookies when you visit our websites, we take this as your direction to share your online information with other parties. Our websites use Google Analytics, which shares data with other services to contextualize and personalize the ads of its own advertising networks. Click here to learn more about what information Google Analytics collects from sites or apps that use its services, and to learn how Google Analytics uses that information.
Our website assetmark.com also contains social media plugins for Facebook, LinkedIn, and Twitter. These buttons work by using code from the social media companies that allow you to connect to them, and allow them to collect information about your activity while you are on our website, including your Internet Protocol address, the pages you visit, the device and browser you are using, and more. To learn more about the information these social media companies collect and what they do with that data, please review their Notices at Collection and Privacy Policies. The Privacy Policies are available here:
Facebook: facebook.com/policy.php
LinkedIn: linkedin.com/legal/privacy-policy
Twitter: twitter.com/en/privacy
There is no universally-agreed upon standard for what a company should do when it detects a “Do Not Track” signal. Our websites therefore do not respond to “Do Not Track” signals.
If you entered information online and later need to correct that information, please contact us at 833-620-0416 (toll free). Please note that if we cannot associate the information to you, we may not be able to correct it.
Our websites may contain links to other websites that are controlled by other parties and provide access to third-party information and services. These links are provided to you as a convenience, and we are not responsible for the information collected by any linked website. Please review the privacy policy of each website you visit to understand how it collects and uses information.
We may send you e-mail communications regarding our products and services, or information about other parties with whom we do business. You can always unsubscribe from these emails.
If we make material changes to or update this Online Privacy Policy, we will post the current version on this page.
If you are a resident of California, please see our California Privacy Policy.
If you are a resident of Nevada, you have the right to request that we do not sell personal information that we have collected about you online. To exercise this right, you may call us at 833-620-0416 (toll-free) or email us at CPRACompliance@assetmark.com.
If you have questions or concerns about our privacy policies and practices, you may call us at 833-620-0416 (toll-free) or email us at CPRACompliance@assetmark.com.
Date Last Updated: April 9, 2024
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.
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