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AssetMark Financial Holdings, Inc. (AMK)
Échanges après Bourse :
AssetMark Financial Holdings, Inc.
1655 Grant Street
10th Floor
Concord, CA 94520
United States
925 521 2200
https://www.assetmark.com
Secteur(s): Financial Services
Secteur d’activité: Asset Management
Employés à temps plein: 1 000
Dirigeants clés
| Nom | Titre | Payer | Exercé | Année de naissance |
|---|---|---|---|---|
| Mr. H. Michael Kim | President, CEO & Director | 1,5M | S.O. | 1970 |
| Mr. Gary G. Zyla | Executive VP, Principal Accounting Officer & CFO | 1,07M | S.O. | 1973 |
| Ms. Carrie Ellen Hansen CPA | Executive VP, COO & President Mutual Funds | 1,03M | S.O. | 1970 |
| Mr. Christian L. Chan C.F.A. | Chief Investment Officer | S.O. | S.O. | S.O. |
| Mr. Mukesh Kantilal Mehta | Executive VP & Chief Information Officer | S.O. | S.O. | 1967 |
| Mr. Taylor John Hamilton C.F.A. | Head of Investor Relations | S.O. | S.O. | S.O. |
| Mr. Ted Fyke Angus J.D. | Executive VP & General Counsel | S.O. | S.O. | 1972 |
| Mr. Michael Joel Abelson C.F.A. | Executive Vice President of Corporate Development | S.O. | S.O. | S.O. |
| Ms. Esi Minta-Jacobs | Executive Vice President of Human Resources & Digital Product Solutions | S.O. | S.O. | 1973 |
| John Hahn | Senior VP of Finance & Reporting | S.O. | S.O. | S.O. |
Description
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Gouvernance d’entreprise
L’ISS Governance QualityScore de AssetMark Financial Holdings, Inc. en date du 1 mai 2024 est 9. Les scores principaux sont Audit : 4; Société : 10; Droits des actionnaires : 7; Compensation : 6.
