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Dynamic quotes 
OFFON

ASSETMARK FINANCIAL HOLDINGS, INC.

(AMK)
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Business Summary
Logo AssetMark Financial Holdings, Inc.
AssetMark Financial Holdings, Inc. is a provider of wealth management and technology solutions. The CompanyÔÇÖs platform enables advisers to outsource services. It provides an end-to-end experience from initial conversations to ongoing financial planning discussions, including performance reporting and billing. It provides tools for advisers to manage their business activities. Its platform includes integrated technology platform, personalized and scalable adviser service, and curated investment platform. Its integrated platform is built for advisers, providing advisers access to 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. It also offers spectrum of services for many aspects of the adviserÔÇÖs firm. These services include business support from field professionals, operations, service support teams and specialty teams.

Number of employees : 732 people.
Managers
Name Title Age Since
Natalie Grace Wolfsen Chief Executive Officer & Director 50 2021
Michael Kim President & Chief Client Officer 50 2021
Gary Zyla Chief Financial Officer & Executive Vice President 48 -
Mukesh Mehta Chief Information Officer & Executive VP 53 2017
Carrie E. Hansen Chief Operating Officer & Executive Vice President 49 2008
Jason Terrance Thomas, Dr. Chief Investment Officer - 2021
Rohit Bhagat Independent Director 56 2017
Patricia Lynn Guinn Independent Director 65 2019
Bryan D. Lin Independent Director 50 2019
Joseph Mark Velli Independent Director 62 2020
Members of the board
Name Title Age Since
Xiaoning Jiao Chairman 50 2020
Natalie Grace Wolfsen Chief Executive Officer & Director 50 2021
Rohit Bhagat Independent Director 56 2017
Patricia Lynn Guinn Independent Director 65 2019
Bryan D. Lin Independent Director 50 2019
Sun Ying Director 44 2016
Yi Zhou Director 51 2016
Joseph Mark Velli Independent Director 62 2020
Lei Wang, Dr. Director 48 2020
Equities
Vote QuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 73,550,507 19,388,513 26.4% 0 0.0% 26.4%
Shareholders
NameEquities%
Huatai International Investment Holdings Ltd. 50,873,799 69.2%
JPMorgan Investment Management, Inc. 2,502,488 3.40%
Charles George Goldman 2,014,597 2.74%
The Vanguard Group, Inc. 1,658,938 2.26%
T. Rowe Price Associates, Inc. (Investment Management) 1,370,243 1.86%
Capital Research & Management Co. (World Investors) 1,350,000 1.84%
Adage Capital Management LP 1,256,535 1.71%
Mercer Global Advisors, Inc. 1,254,595 1.71%
Janus Capital Management LLC 836,200 1.14%
ClearBridge Investments LLC 735,683 1.00%
Company contact information
AssetMark Financial Holdings, Inc.
1655 Grant Street
10th floor
Concord, CA 94520

Phone : +1.925.521.2200
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