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AssetMark Posts $84 billion in AUM under new CEO

By cesar.rios@method.com / July 29, 2021

AssetMark reported a 33.8% increase in AUM following a recent pivot to offer products tailored to registered investment advisers.

A Data-Driven Path To Financial Wellness

Reg BI Helps Give AssetMark Record Flows

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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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.

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