AssetMark Financial Company Overview
About AssetMark Financial
AssetMark Financial (NYSE:AMK) is a firm specialized in providing wealth management and technology solutions for financial advisors and their clients. Operating primarily in the wealth management sector, AssetMark offers platforms that facilitate investment management, consulting services, and client relationship tools. Through its diverse suite of services, the company aims to empower advisors by delivering high-quality investment strategies and business support to help them achieve their clients' financial objectives. AssetMark is committed to innovation and excellence in serving advisors, focusing on creating value and enhancing the advisor-client experience. The company's projects span across technology enhancements, strategic partnerships, and expanding its product offerings to meet the evolving needs of today's financial advisors and their clients.
Snapshot
Operations
Products and/or services of AssetMark Financial
- Turnkey Asset Management Program (TAMP) offering comprehensive investment and technology solutions for independent financial advisors.
- eWealthManager platform providing advisors with online access to manage accounts, reporting, and trading functionalities.
- Guided Investing portfolios designed for investors seeking customized investment solutions and professional management.
- Savos Investments, a division that specializes in personalized portfolio management and investment strategies.
- Aris Consulting, providing business, practice management, and strategic consulting services to help advisors grow their practices.
- AssetMark Trust Company, offering custodial services and support tailored to independent advisors' needs.
AssetMark Financial executive team
- Mr. H. Michael KimPresident, CEO & Director
- Mr. Gary G. ZylaExecutive VP, Principal Accounting Officer & CFO
- Ms. Carrie Ellen Hansen CPAExecutive VP, COO & President Mutual Funds
- Mr. Christian L. Chan C.F.A.Chief Investment Officer
- Mr. Mukesh Kantilal MehtaExecutive VP & Chief Information Officer
- Mr. Taylor John Hamilton C.F.A.Head of Investor Relations
- Mr. Ted Fyke Angus J.D.Executive VP & General Counsel
- Mr. Michael Joel Abelson C.F.A.Executive Vice President of Corporate Development
- Ms. Esi Minta-JacobsExecutive VP and Head of HR & Digital Product Solutions
- John HahnSenior VP of Finance & Reporting