Compare · AMK vs APOS
AMK vs APOS
Side-by-side comparison of AssetMark Financial Holdings Inc. (AMK) and Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun (APOS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMK and APOS operate in Investment Managers (Finance), so they compete in similar markets.
- APOS is the larger of the two at $14.38B, about 8.3x AMK ($1.72B).
- APOS has hit the wire 2 times in the past 4 weeks while AMK has been quiet.
- AMK has more recent analyst coverage (8 ratings vs 0 for APOS).
AssetMark Financial Holdings Inc.
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 services; and curated investment platform. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; record-keeper and third-party administrator services for retirement products; wealth management services for institutional and individual investors; and insurance services on an intermediary basis. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Latest AMK
- AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services
- AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning
- AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth
- AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions
- SEC Form 15-12G filed by AssetMark Financial Holdings Inc.
- AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
- SEC Form EFFECT filed by AssetMark Financial Holdings Inc.
- Amendment: SEC Form SC 13D/A filed by AssetMark Financial Holdings Inc.
- Large owner Huatai Securities Co., Ltd. sold $1,793,301,415 worth of shares (50,873,799 units at $35.25) (SEC Form 4)
- HR & 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)
Latest APOS
- SEC Form 8-K filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun filed SEC Form 8-K: Regulation FD Disclosure
- Officer Belardi James Richard gifted 38,605 shares, decreasing direct ownership by 51% to 37,708 units (SEC Form 4)
- Amendment: SEC Form D/A filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun filed SEC Form 8-K: Regulation FD Disclosure
- Chief Financial Officer Kelly Martin gifted 1,534 shares and sold $422,535 worth of shares (3,000 units at $140.84), decreasing direct ownership by 1% to 396,533 units (SEC Form 4)
- New insider Ldb 2025 Llc claimed ownership of 3,000,000 shares (SEC Form 3)
- SEC Form 144 filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun filed SEC Form 8-K: Regulation FD Disclosure
- Amendment: SEC Form 8-K/A filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun