AssetMark Financial Holdings
| General Information | |
| Business: |
AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. Our platform enables advisers to outsource high-cost and specialty services that would otherwise require significant investments of time and money—helping to level the playing field for independent financial advisers of all sizes. We provide an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing. |
| Industry: | INVESTMENT ADVICE |
| Employees: | 620 |
| Founded: | 1996 |
| Contact Information | |
| Address | 1655 Grant Street, 10th Floor, Concord, CA 94520, US |
| Phone Number | (925) 521-2200 |
| Web Address | http://www.assetmark.com |
| View Prospectus: | AssetMark Financial Holdings |
| Financial Information | |
| Market Cap | $1592.8mil |
| Revenues | $371.4 mil (last 12 months) |
| Net Income | $30.4 mil (last 12 months) |
| IPO Profile | |
| Symbol | AMK |
| Exchange | NYSE |
| Shares (millions): | 12.5 |
| Price range | $22.00 - $22.00 |
| Est. $ Volume | $275.0 mil |
| Manager / Joint Managers | J.P. Morgan/ Goldman Sachs/ Credit Suisse/ Huatai Securities |
| CO-Managers | BMO Capital Markets/ Raymond James/ William Blair |
| Expected To Trade: | 7/18/2019 |
| Status: | Priced |
| Quiet Period Expiration Date: | Available only to Subscribers |
| Lock-Up Period Expiration Date: | Available only to Subscribers |
| SCOOP Rating | Available only to Subscribers |
| Rating Change | Available only to Subscribers |