CreditRiskMonitor is a financial risk analysis and news service for credit, supply chain and financial professionals.  Our strength in coverage spans 58,000 global public companies, totaling about $70 trillion in corporate revenue.  We also offer solutions that can help ease private company financial risk assessment.  Leading corporations around the world – including more than 35% of the Fortune 1000, plus thousands more worldwide – rely on us to help them stay ahead of financial risk quickly, accurately and cost-effectively. 

A partial report preview for AssetMark Financial Holdings Inc is shown below.  Where indicated by "Yes," CreditRiskMonitor contains this information in its extensive database.  To get access to the full report and learn more about CreditRiskMonitor's robust financial risk analysis and timely news service, request a personalized demo and free trial today.

If you are already a subscriber and want to access the full report, click here.

AssetMark Financial Holdings Inc
1655 Grant Street, 10Th Floor
Phone: (212) 624-9500p:212 624-9500 CONCORD, CA  94520  United States Fax: (302) 655-5049f:302 655-5049
This company was Merged or Acquired on 9/5/2024.
This company ceased filing statements with the SEC on 9/16/2024.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company
Business Summary
AssetMark Financial Holdings, Inc. provides a wealth management platform that powers independent financial advisers and their clients. The Company’s platform provides advisers with an integrated suite of products and services that facilitates growth, streamlines workflows and provides scale to advisers’ businesses, so they can better serve their clients, who are investors of all sizes. Its platform includes Flexible technology platform, Personalized and scalable adviser service, Curated investment platform and Financial planning technology. Its integrated, open-architecture platform is built for advisers. Advisers have access to a range of automated tools and capabilities that help them differentiate the client experience, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking. It also provides a full spectrum of services for many aspects of the adviser’s firm.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/202412/31/2023YesYes-YesYes

Industries
SIC Code Description
6282 Investment advice
8748 Business consulting services, not elsewhere classified
8742 Management consulting services

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board JiaoXiaoning 53 4/21/2020 1/1/2020
President, Chief Executive Officer, Director MichaelKim 54 9/8/2023 1/1/2018
Chief Financial Officer, Executive Vice President GaryZyla 52 1/1/2011 1/1/2011
9 additional Officers and Directors records available in full report.

Business Names
Business Name
Adhesion Wealth Advisor Solutions
AqGen Liberty Management I
AqGen Liberty Management II
18 additional Business Names available in full report.

General Information
Number of Employees: 990 (As of 12/31/2023)
Outstanding Shares: 74,831,983 (As of 7/31/2024)
Shareholders: 43
Stock Exchange: NYSE
Federal Tax Id: 300774039
Fax Number: (302) 655-5049


Copyright © 2024 CreditRiskMonitor.com (Ticker: CRMZ). All rights reserved.     
By using this website, you accept the Terms of Use Agreement.
Wednesday, November 20, 2024