AssetMark Financial Holdings

General Information


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.

Employees: 620
Founded: 1996
Contact Information
Address 1655 Grant Street, 10th Floor, Concord, CA 94520, US
Phone Number (925) 521-2200
Web Address
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:
Lock-Up Period Expiration Date:
SCOOP Rating
Rating Change