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AssetMark

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Serving customers since
1996

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HQ Location:
Concord, California, United States

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What is AssetMark?

AssetMark is an investment management and consulting firm that provides financial advisors with a comprehensive suite of services to support their business growth and enhance client experiences. Headquartered in Concord, California, AssetMark offers a range of investment solutions, technology platforms, and business consulting services. The firm emphasizes strategic partnerships with financial advisors to optimize portfolio management, streamline operations, and deliver personalized advice to clients.

Details

Year Founded
1996
Ownership
NYSE: AMK
Website
assetmark.com