Dedicated to Supporting Growth

Since 1996, AssetMark has focused on delivering extensive wealth management and digital solutions, coupled with in-depth business consulting services, to help independent advisors grow their businesses.

Who We Are

About AssetMark

AssetMark is a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. ("HTSC") is a majority 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.

How We Protect Client Information

Latest Blog Posts

Featured

July 12, 2024

How To Value Your Book of Business as a Financial Advisor

As financial advisors, it's easy to get caught up in the day-to-day demands of managing client portfolios and providing sound financial guidance. However, overlooking the...

Featured

July 5, 2024

The Ultimate Guide to Financial Advisor Marketing

Research shows that 80% of financial advisors have no defined marketing strategy. Is this a mistake? A missed opportunity for growth?

Wealth Management

June 28, 2024

Boosting Productivity with Integrated Trust Administration Solutions

The world of wealth management is multi-faceted and demanding. Financial advisors juggle a multitude of tasks, from investment research and portfolio management to client...

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Security and Privacy Forms and ADV Terms and Conditions

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.