By clicking "Accept All Cookies," you are agreeing to store cookies on your device, including cookies placed by third parties. Choose from thoroughly researched investment solutions, custom solutions, or leave your firm's investment management to us. phone HIGH NET WORTH SUCCESS SPECIALIST. Over the last 52-week period, shares are down 21.5%. Forgot password. Click 'Continue' to proceed to the third-party website. Any data inaccuracies, please contact our team. Currently Assetmark is also a Broker-Dealer or is affiliated with one. Flexible Investment Support Use our investment solutions to maintain a disciplined portfolio in all market conditions, for a range of investor goals, and a spectrum of risk tolerance. You tailor advice to your clients unique needs; AssetMark will do the same for you. You might win a pair of earbuds, a . Our solutions are linked to the financial data aggregator Yodlee, which connects to over 17,000 global data sources. The views expressed here are those of each respective presenter or company, and they are solely responsible for their content. AssetMarks proprietary solutions and integrated third-party technologies are all designed to make a differenceto the amount of time you spend tending to back-office tasks, to your clients experience, and to the success of your business. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Our Guided Income Solutions are designed to deliver a stable income flow to your clients. The bottom line: AssetMark is an asset management firm that individual investors can access through their independent financial advisors for portfolio management services. Evaluate the viability of a financial plan after volatile market events or changes in the clients life. Oct 2014 - Mar 20183 years 6 months. Assetmark Inc. increased its stake in Celanese Co. (NYSE:CE - Get Rating) by 46.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.The . Well help you convert your clients nest eggs into steady, tailored income replacement based on their personal financial goalswhether those are short-term, long-term, or anywhere in between. Third Quarter 2022 Financial and. Sign in. AssetMark Complete Wealth Management can help you strengthen relationships and win new business. Assetmark Inc. raised its holdings in Visa Inc. (NYSE:V - Get Rating) by 16.2% during the 2nd quarter, HoldingsChannel reports. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. The fund purchased 10,189 shares of the basic materials company's . When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds, cross-selling of commissioned insurance products, and the sale of proprietary investment products. Use our investment solutions to maintain a disciplined portfolio in all market conditions, for a range of investor goals, and a spectrum of risk tolerance. 1Exceptions apply. What do you think? The performance of these six stocks contributed 5.4% to the S&P 500 return while the remaining 494 stocks contributed -8.4% to the S&P 500 return year to date. Visit our ownership page for more information. The fund owned 4,706 shares of the company's stock after selling 1,376,615 shares during the quarter. Learn more. Through AssetMark, Inc., its investment advisor subsidiary registered with the Securities and Exchange Commission, AssetMark operates a platform that comprises fully integrated technology,. That way, your clients will always enjoy the best practices that are currently available in the industry. For over 20 years, AssetMark has pursued a single purpose: helping investors reach their goals by serving the financial advisors who guide them. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. The advertisements were allegedly circulated to prospective clients interested in separately managed accounts provided by . The FDIC-insured cash programs provide next-business-day liquidity and accrue interest through our Program Banks. Assetmark Inc. lessened its holdings in shares of State Street Co. (NYSE:STT - Get Rating) by 16.8% in the second quarter, according to the company in its most recent 13F filing with the . AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Jun 2021 - Present1 year 6 months. Prospectus and Other Regulatory Documents. Assetmark receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients. Our platform and integrated third-party solutions contain a wide array of features and capabilities that you can use to drive the results your practice needs. By basing your decisions off of the right data, you can easily review scenarios and present potential outcomes to your clients. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. [] Visit our ownership page for more information. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. We collect your information when you visit this website. Stock Performance Shares of AssetMark Financial Hldgs were trading at $20.47 as of October 28. AssetMark is seeking a Performance Reporting Specialist who will be responsible for executing critical reporting tasks and will bring a strong client-obsessed mindset, excellent oral and written . (101424 | C20-16871). All rights reserved. Assetmark Inc. reduced its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV - Get Rating) by 99.7% in the second quarter, according to the company in its most recent filing . The fund owned 2,778 shares of the food distribution company's stock after buying an additional 1,004 shares during the quarter. | November 3, 2022. We can save you time on back-office tasks so that you can focus on directly supporting your clients. Assetmark recommends securities that they may have recently taken public or otherwise have controlling interest over. Performance of the US equity markets has been concentrated in a few stocks over the past few years - Facebook, Amazon, Netflix, Apple, Microsoft, Alphabet (Google). Stock Performance Shares of AssetMark Financial Hldgs were trading at $20.47 as of October 28. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. In addition to AssetMark Trust, our open architecture platform offers a choice of custodians so you can select the option that best matches the way you want your business to operate. The fund owned 37,527 shares of the real estate investment trust's stock after acquiring an additional 7,386 shares during the period. Lastly, we're growth-oriented. Firm Information Disciplinary Questions Assetmark Inc.'s [] Over the last 52-week period, shares are down 21.5%. Our website uses cookies. Advanced search . In 2016, the U.S. U.S. Securities and Exchange Commission (SEC) alleged that the firm distributed misleading performance advertisements created by F-Squared Investments, Inc. All requests for updated information should also be reported directly to the SEC and/or FINRA. Your clients will be able to view and monitor their portfolio anytime, anywhere. Given that these returns are generally. With just a few simple inputs, the tool provides you with a sophisticated view of your business performance, allowing you to benchmark your firm, calculate key performance metrics, and provide comparisons against key performance indicators. Concord, California, United States. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. For example, front running is when a financial professional buys or sell securities ahead of their client. The institutional investor owned 18,575 shares of the credit-card processor's stock after purchasing an additional 2,586 shares during the period. AssetMark is not responsible for the availability, control, or security of the linked-to site. Executive Team This automated report was generated using SEC and FINRA data and was last updated on November 4th, 2022*. AssetMark Trust is an integrated custodian that brings AssetMark's client-focused approach to the secure custody of client assets. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. What do you think? Youre not one to adopt technology for technologys sake; neither are we. Financial plans and investment portfolios are always unique to the client's personal financial situation. As identified in SEC Form ADV Part 1, Item 11 Disclosure Information, the Trust Algorithm identified the following disciplinary disclosures for Assetmark: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. AssetMark, Inc. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Access all custodial information in a single, integrated experience through. Assetmark Inc. lifted its position in shares of Performance Food Group (NYSE:PFGC - Get Rating) by 56.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. Our tools facilitate portfolio monitoring, report creation, financial goalsbased planning and more. Company highlights for the month of October 2020 include: Platform assets of $66.5 billion at the end of October, up 12.3%% year-over-year. Checks take place monthly. Assetmark Inc. lifted its position in shares of RH (NYSE:RH - Get Rating) by 362.7% during the 2nd quarter, HoldingsChannel.com reports. Views: 763 (trailing six months). The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. AssetMark's Investment Management including statements regarding our future financial and operating performance, which involve risks and uncertainties. CONTACT US Public Webinars Upcoming Events & Webinars Creating a Service Model for High-Net-Worth Investors AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. AssetMark Trust's Complete Cash Solutions offer FDIC-insured cash programs that provide up to $2.5 million of FDIC insurance for your clients' cash needs, by allocating client deposits across a network of FDIC-insured banks. Third Quarter 2022 . The fund owned 5,634 shares of the technology company's stock after buying an additional 1,102 shares during the quarter. Our system found no other conflict questions to ask. We seek to deliver peace of mind to independent financial advisors' clients who want trusted and reliable custodian solutions. AssetMark is not responsible for compliance with those policies. Well assess our goals and the gaps in your practice, recommending the right technologies for you. Once you have decided on a specific course of action for your client or prospect, log in to AssetMark's eWealthManager to create a live investment proposal. When? Sign in. The U.S. raised the tariff rate on $200 billion of imports from China from 10% to 25% on Friday, elevating trade tensions after a period of relative calm in 2019. For data support, email "support@investor.com". AssetMarks technology helps you easily perform what-if scenarios for investments, review the range of potential outcomes, and present information in client-friendly reports.Reveal the optimal course of action to take in response to market events, client life changes and prospect actions. Our investment professionals constantly study the market to design responsive portfolios, select strategists, and vet and monitor third-party investment solutions. While Assetmark advises clients across a variety of portfolio sizes, the average client balance is currently $199,693. Assetmark has marked in their disclosures that they trade recommended securities. Our solutions integrate into your CRM and with vetted third-party technology, such as Redtail, Voyant, MoneyGuide, and more. Our solutions and reports can be white-labeled, so you can easily present a consistent client experience and strengthen your brand. The business's fifty day moving average is $72.69 and its 200-day . Elevate the client experience and streamline your administrative tasks with AssetMarks digital solutions. Explore our solutions to identify the right approach for you. AssetMark Financial Price Performance AssetMark Financial stock traded up $1.08 during midday trading on Friday, hitting $20.47. The AssetMark Advisor app is an innovative business development tool, designed to help you illustrate your investment philosophy and construct sample portfolios. eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. 2022 Copyright AssetMark, Inc. All rights reserved. You should consult the privacy policy of the linked-to site for further information. "Turnkey" and customized portfolios available Leadership team holds high-end certifications, including the CPA and CFA designations eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust. Thats why we designed all of our systems and tools to support investors through a simple, intuitive interface. Assetmark Financial Holdings, Inc. (AMK) SEC Filing 8-K Material Event for the period ending Tuesday, November 1, 2022 Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). CONCORD, Calif., April 28, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2022. Shares of NICE stock opened at $180.17 on Thursday. Remember me. NICE Price Performance. Shares of NARI opened at $73.53 on Thursday. As a result, we do not support personal reviews on the site. Past performance does not guarantee future results. AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. We seek to deliver peace of mind to independent financial advisors' clients who want trusted and reliable custodian solutions. 2022 Copyright AssetMark, Inc. All rights reserved. The company's stock had a trading volume of 64,289 shares, compared to its average volume of 72,577. Investing involves risk, including the possible loss of principal. In addition, our platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). CONCORD, Calif., Nov. 10, 2020 (GLOBE NEWSWIRE) - AssetMark Financial Holdings, Inc. (NYSE: AMK) released its "AssetMark Monthly Knowledge" Report today. . Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions that could affect the cost basis of an investment, including tax-free reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational action. Why Invest $82B+ Platform assets 1 7.5% net flows as percent of beginning of period platform assets 2 13 %+ Total revenue CAGR 3 29.6 % AssetMark and third-party strategists and managers are separate and unaffiliated companies. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Tons of great salary information on Indeed.com print Our people are committed to your success, and work hard to deliver the services and . This relationship could introduce bias where a firm and its advisors may push those products over others that may have a more favorable performance with which they are not affiliated. Our platform provides tools and capabilities for advisors to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. Founder Mark Kritzman is an award-winning thought leader in asset allocation and volatility management whose research findings are used by central banks to assess volatility Kritzman sits on the Financial Analysts Journal editorial board and is cofounder of the industry-leading investment research think tank State Street Associates By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.coms Trust Score algorithm or review process. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Some firms receive these fees as payments, which creates an incentive to promote them. AssetMarks solutions are based on a variety of data streams that can help you stay ahead of change. 800-664-5345 Assetmark Inc. trimmed its position in Align Technology, Inc. (NASDAQ:ALGN - Get Rating) by 35.2% in the second quarter, Holdings Channel.com reports. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. AssetMark Reports $79.4B Platform Assets for Third Quarter 2022 CONCORD, Calif., Nov. 01, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial. Additional . computer Visit Site phone 800-664-5345 print Print Report add_a_photo October 4th, 2022 Assetmark, registered in 1999, serves 53 state (s) with a licensed staff of 177 advisors. Assetmark Inc. lowered its stake in shares of iShares Russell 2000 Growth ETF ( NYSEARCA:IWO - Get Rating) by 13.7% in the 2nd quarter, according to the company in its most recent 13F filing . Our website uses cookies. AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. 2022 Reink Media Group LLC. In total, Assetmark manages $60,116,320,247 in assets. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. The financial landscape is constantly changing. Michael Thrasher. AssetMark 2h Report this post Hey, #financialadvisors with Advisor Group you deserve the best. AssetMark Performance Analyst in Concord makes about $137,000 per year. (101424 | C20-16871) Assetmark Inc.'s holdings in Visa were worth $3,657,000 as of its most recent filing with [] *SEC data last verified 11/04/2022. Craft model portfolios and financial plans and analyze their performance against historical data, common client life events, and goals. AssetMark's Post. Jan 2018 - Apr 20184 months. Visit Booth 8 at #ConnectED22 Nov. 3 & 4. Through our unique Investing Evolved framework, we diversify our portfolios by both asset class and investment approach to construct portfolios that can adapt to markets, helping your clients stay on track toward their long-term goals. After checking the regulatory records of Assetmark, our system has identified the following question(s) to ask. As a financial advisory firm, Assetmark can provide a variety of financial planning services for Americans. Just as every client has different challenges and goals, we understand that every financial advisor requires a different digital strategy to grow their practice, build closer relationships with their clients, drive efficiency, or attain their goals. The professionals at AssetMark are always available to talk, but we also host numerous networking events to ensure that our advisors are talking to and learning from one another. . 2022 Copyright AssetMark, Inc. All rights reserved. Phoenix, Arizona Area. Assetmark is headquartered in Concord, CA and currently serves in 53 states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming. Each custodian offers financial stability, industry-leading data security and a reputation for integrity when it comes to securing your clients' assets. Assetmark, registered in 1999, serves 53 state(s) with a licensed staff of 177 advisors. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. For more information, view our privacy page. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. 2 The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. computer Accounts that are invested in a strategy over which AssetMark exercises investment discretion or are Internal Revenue Code Section 403(b)(7) custodial accounts are not eligible to participate in the ICD program. Learn more. AssetMark offers tailored guidance to help you navigate changes in your businesshelping you not only be compliant with minimum disruption to your business but also leverage the changes in ways that put your firm ahead. Our responsive solutions are built to anticipate and react to the markets, helping advisors stay on track for the long term, even as their circumstances change. Assetmark manages $60.1 billion and provides investment advisory services for 301,043 clients (1:1701 advisor/client ratio). AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. The institutional investor owned 236 shares of the . With the diversification of asset classes and investment approaches at its core, the Investing Evolved framework supports portfolios that capture core market growth, take advantage of tactical opportunities, and mitigate risk through diversification. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. demand for advice is growing--40% of investors say they need more advice than ever before--but advisors will still have to be extra savvy in demonstrating their value to generate and convert leads. Inari Medical, Inc. has a 52-week low of $50.50 and a 52-week high of $100.00. AE Wealth Management LLC's holdings in W. P. [] To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. After checking the disciplinary records of Assetmark, our system has identified the following question(s) to ask. We understand that digital technology is only as useful as it is easy to use. AssetMark is not responsible and does not control, endorse, nor guarantee the content, products and/or services from the linked-to site. The company has a quick ratio of 3.35, a current ratio of 3.35 and a debt-to-equity ratio of 0.11. What to Watch Out For. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Visit our ownership page for more information. AssetMarks due diligence professionals follow a disciplined, defined process when assessing the suitability of investment managers and strategies to include in our investment lineup. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. eWealthManager serves as your comprehensive advisor portal, combining client management and account administration in an intuitive, fully integrated and easily scaled online platform. This could be detrimental to a client during down markets. Responsible for managing workflow for a team of 30+ associates that maintain accounts on the AssetMark platform. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. To learn how AssetMark can support your business transition needs, contact us at 844-540-0972. Adopt Technology Augment Your Services and Drive Efficiency (101424 | C20-16871). Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Visit our ownership page for more information. Rely on researched, innovative investment solutions designed to address a spectrum of client profiles. AE Wealth Management LLC increased its stake in shares of W. P. Carey Inc. (NYSE:WPC - Get Rating) by 24.5% during the 2nd quarter, HoldingsChannel.com reports. Indeed.com estimated this salary based on data from 1 employees, users and past and present job ads. Whatever obstacles you face in establishing your businesswhether thats spending less time on processes and more on your clients, performing portfolio research, or adopting the right technology for successwell assess what gaps exist in your business, identify the path forward, and stick with you until you achieve your goals. Every quarter, we check in with our investment providers to assess their continued suitability, removing them from our lineup if appropriate. What happened? AssetMark Trust is an integrated custodian that brings AssetMark's client-focused approach to the secure custody of client assets. Choose from thoroughly researched investment solutions, custom solutions, or leave your firms investment management to us. Assetmark recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. The stock's fifty day moving average is $198. Q2 Market Update - AssetMark Senior Vice President, Investment Strategies Equities finished the quarter in strong fashion with returns for each of the major markets above 6% in June, lifting year-to-date returns into double digits. AssetMark Trust . Help your clients stay on track toward their goals with AssetMarks portfolio solutions, research, and innovative investment strategies. Assetmark Inc.'s holdings in iShares MSCI EAFE Value ETF were worth $204,000 at the end of . How many times did it occur? Phoenix, Arizona, United States. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. The. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. Visit Site Tons of great salary information on Indeed.com
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