AssetMark Financial Holdings - aVenture Asset Manager Research
Location
Concord, CA, US
AssetMark Financial Holdings specializes in wealth management and technology solutions for financial advisers in the United States. The firm offers an open-architecture product platform, providing advisers with tools for asset allocation, practice management, and streamlined financial planning. AssetMark's services cater to advisers at various stages of their business, from early-stage to mature practices.
The company's platform integrates a range of automated processes, including new account opening, portfolio construction, and investor administration. AssetMark emphasizes strengthening client relationships and scaling advisory practices through their technology-driven solutions. Their offerings include digital tools, investment management services, and retirement services for businesses, positioning them as a comprehensive partner for financial advisers seeking to enhance their practices and client services.
AssetMark Financial Holdings - Classification
Also Known As
Assetmark Financial Holdings, Inc.
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
ISIC
6619Other activities auxiliary to financial service activities
6630Fund management activities
Show 10 more industry codes
NAICS
523100Securities and Commodity Contracts Intermediation and Brokerage
523150Investment Banking and Securities Intermediation
523940Portfolio Management and Investment Advice
SIC
6210Security Brokers, Dealers, And Flotation Companies
6211Security Brokers, Dealers, And Flotation Companies
5000Wholesale Trade-durable Goods
6000Depository Institutions
AssetMark Financial Holdings
Operating Status: Operating
AssetMark Financial Holdings, Inc. is a California-based financial services firm offering wealth management, technology solutions, and advisory services to US investors.
6700Holding And Other Investment Offices
6720Investment Offices
6722Management Investment Offices, Open-end
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