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25 items- PRAssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management ServicesCONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals. AssetMark's Tax Management Services was developed to help financial advisors enhance their clients' investment outcomes by managing taxes more effectively. The soluti
- PRAssetMark Appoints Erin Wood as Senior Vice President of Advanced PlanningCONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark's advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum. Wood joins AssetMark with over two decades of experience leading financ
- PRAssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar WealthCONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth's Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark's platform, broadening its array of investment solutions for financial advisors and their clients. "The alliance between Morningstar Wealth and our acquisition of their TAMP assets marks a significant milestone for our company, our advisors, and their clients," sa
- PRAssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial InstitutionsCONCORD, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, and Cheetah, a cloud-based trust accounting system, are proud to announce the continued success of their strategic collaboration. Since joining forces, they have delivered a unified wealth management solution that is driving growth, efficiency, and profitability for financial institutions like First State Bank (FSB), Texas' oldest state-chartered bank. Since January 2024, FSB has been leveraging this integrated solution, developed through the AssetMark-Cheetah partnership, resulting in significant operational improvements and position
- SECSEC Form 15-12G filed by AssetMark Financial Holdings Inc.15-12G - AssetMark Financial Holdings, Inc. (0001591587) (Filer)
- PRAssetMark Launches Morningstar Wealth Investment Strategies for Financial AdvisorsCONCORD, Calif., Sept. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the addition of Morningstar Wealth, a division of independent investing insights firm Morningstar, as a third-party strategist on the AssetMark Platform. This launch will enable financial advisors currently working with AssetMark to access a wide range of model portfolios and separately managed accounts ("SMAs") from the Morningstar Investment Management team which has approximately $316 billion of assets under management and advisement ("AUMA") globally. Today's addition of the Morningstar Wealth strategies marks a further step
- SECSEC Form EFFECT filed by AssetMark Financial Holdings Inc.EFFECT - AssetMark Financial Holdings, Inc. (0001591587) (Filer)
- 13D/GAmendment: SEC Form SC 13D/A filed by AssetMark Financial Holdings Inc.SC 13D/A - AssetMark Financial Holdings, Inc. (0001591587) (Subject)
- INSIDERLarge owner Huatai Securities Co., Ltd. sold $1,793,301,415 worth of shares (50,873,799 units at $35.25) (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDERHR & Digital Product Solutions Minta-Jacobs Esi returned $2,353,502 worth of shares to the company (66,766 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDEREVP, Investment Solutions Mcnatt Joel David Jr returned $1,322,897 worth of shares to the company (37,529 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDEREVP, Chief Information Officer Mehta Mukesh gifted 182,165 shares, received a gift of 182,165 shares and returned $10,743,883 worth of shares to the company (304,791 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDEREVP, Chief Operating Officer Hansen Carrie E. returned $4,738,975 worth of shares to the company (134,439 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDEREVP, General Counsel Angus Ted F. returned $3,842,602 worth of shares to the company (109,010 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDEREVP, Chief Financial Officer Zyla Gary G. returned $3,168,799 worth of shares to the company (89,895 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDERCEO and President Kim Michael returned $13,874,470 worth of shares to the company (393,602 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDERDirector Bhagat Rohit returned $2,081,477 worth of shares to the company (59,049 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDERDirector Guinn Patricia Lynn returned $935,006 worth of shares to the company (26,525 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- INSIDERDirector Velli Joseph M returned $726,714 worth of shares to the company (20,616 units at $35.25), closing all direct ownership in the company (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
- SECSEC Form POS AM filed by AssetMark Financial Holdings Inc.POS AM - AssetMark Financial Holdings, Inc. (0001591587) (Filer)
- SECSEC Form S-8 POS filed by AssetMark Financial Holdings Inc.S-8 POS - AssetMark Financial Holdings, Inc. (0001591587) (Filer)
- SECAssetMark Financial Holdings Inc. filed SEC Form 8-K: Termination of a Material Definitive Agreement, Completion of Acquisition or Disposition of Assets, Material Modification to Rights of Security Holders, Changes in Control of Registrant, Leadership Update, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Other Events, Financial Statements and Exhibits8-K - AssetMark Financial Holdings, Inc. (0001591587) (Filer)
- SECSEC Form 25-NSE filed by AssetMark Financial Holdings Inc.25-NSE - AssetMark Financial Holdings, Inc. (0001591587) (Subject)
- PRAssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and ExpansionCONCORD, Calif., Sept. 05, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. ("the Company"), a leading wealth management technology platform for financial advisors, today began a new era of strategic growth and expansion by announcing the closing of its acquisition by GTCR, a leading private equity firm with substantial investment expertise in financial technology, wealth, and asset management. The closing of the acquisition marks a significant milestone in AssetMark's journey and concludes a successful, multiyear partnership with Huatai Securities. With the completion of the go-private transaction, AssetMark will now operate as an independent, privately owned company. Concurr
- INSIDERCEO and President Kim Michael gifted 76,121 shares and received a gift of 76,121 shares, increasing direct ownership by 1% to 355,794 units (SEC Form 4)4 - AssetMark Financial Holdings, Inc. (0001591587) (Issuer)
AMK FAQ
7 questionsWhat does AssetMark Financial Holdings Inc. do?
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory...Where does AMK stock trade?
AssetMark Financial Holdings Inc. (AMK) is listed on NYSE.What sector and industry is AMK in?
AssetMark Financial Holdings Inc. operates in the Finance sector, Investment Managers industry.When did AssetMark Financial Holdings Inc. go public?
AssetMark Financial Holdings Inc. (AMK) completed its IPO in 2019.What are analysts saying about AMK?
AssetMark Financial Holdings Inc. has had 8 recent analyst actions on file. The most recent action was from JP Morgan: Neutral with a $3700.00 price target on 2024-04-26. Recent price targets range from $3200.00 to $4500.00.What companies are similar to AMK?
Notable peers in the same industry include BX (Blackstone Inc.), KKR (KKR & Co. Inc.), APO (Apollo Global Management Inc. (New)), ARES (Ares Management Corporation), AMP (Ameriprise Financial Inc.). Compare AMK side-by-side with any of them on Quantisnow.How can I track AMK on Quantisnow?
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