Print Report. Indeed.com estimated this salary based on data from 1 employees, users and past and present job ads. AssetMark is not responsible and does not control, endorse, nor guarantee the content, products and/or services from the linked-to site. Assetmark Financial Holdings, Inc. (AMK) SEC Filing 8-K Material Event for the period ending Tuesday, November 1, 2022 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. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. AssetMark Trust . Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. GuideMark & GuidePath Funds Statement of Additional Information, GuideMark & GuidePath Funds Annual Report, GuideMark & GuidePath Funds Semi-Annual Report, GuideMark Core Fixed Income Fund Form 8937, GuideMark & GuidePath Holdings as of June 30, 2022, GuideMark & GuidePath Holdings as of December 31, 2021, GuideMark Large Cap Core Fund, GuideMark Emerging Markets Fund, GuideMark Small/Mid Cap Core Fund, and GuideMark World ex-US Fund, GuideMark Large Cap Core Fund, GuideMark Emerging Markets Fund, and GuideMark World ex-US Fund, Savos Dynamic Hedging Fund Statement of Additional Information, Savos Dynamic Hedging Fund Semi-Annual Report. AssetMark Performance Analyst in the United States makes about $137,000 per year. 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 . Some firms receive these fees as payments, which creates an incentive to promote them. Firms/Financial Professionals investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. We understand that digital technology is only as useful as it is easy to use. Shares of NICE stock opened at $180.17 on Thursday. 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. Evaluate the viability of a financial plan after volatile market events or changes in the clients life. . 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. As a result, we do not support personal reviews on the site. 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 . 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 website uses cookies. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). The fund owned 37,527 shares of the real estate investment trust's stock after acquiring an additional 7,386 shares during the period. The bottom line: AssetMark is an asset management firm that individual investors can access through their independent financial advisors for portfolio management services. The linked-to site is not owned or controlled by AssetMark. The company's stock had a trading volume of 64,289 shares, compared to its average volume of 72,577. 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. Executive Team Every quarter, we check in with our investment providers to assess their continued suitability, removing them from our lineup if appropriate. You might win a pair of earbuds, a . In total, Assetmark manages $60,116,320,247 in assets. Assetmark recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. 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). The institutional investor . The fund purchased 10,189 shares of the basic materials company's . 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. 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. Advanced search . Our website uses cookies. The business's fifty day moving average is $72.69 and its 200-day . To learn how AssetMark can support your business transition needs, contact us at 844-540-0972. Lastly, we're growth-oriented. Phoenix, Arizona, United States. The linked-to site may have different privacy policies than AssetMark. Phoenix, Arizona Area. 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. [] Oct 2014 - Mar 20183 years 6 months. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. 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. 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. With eWealthManager, you and your clients can stay on top of their portfolios and stay in touch with each other. Through AssetMark, Inc., its investment adviser subsidiary registered with the Securities and Exchange Commission, AssetMark operates a platform that comprises fully integrated technology, personalized and scalable service and curated investment platform solutions designed to make a difference in the lives of advisers and their clients. 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. Visit Booth 8 at #ConnectED22 Nov. 3 & 4. The fund owned 5,634 shares of the technology company's stock after buying an additional 1,102 shares during the quarter. Michael Thrasher. 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. Terms of Use | Disclaimers | Privacy Policy, compensation-related conflicts of interest, Attorney/Accountant Authorization Revocation SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies. We seek to deliver peace of mind to independent financial advisors' clients who want trusted and reliable custodian solutions. Additional . To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Trade tensions played an important role in the sharp drop in equity markets in late 2018; markets are again showing concern. 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. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Over the last 52-week period, shares are down 21.5%. Assetmark manages $60.1 billion and provides investment advisory services for 301,043 clients (1:1701 advisor/client ratio). 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. AssetMark reserves the right to modify this Agreement at any time and without prior notice. 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 Financial Price Performance AssetMark Financial stock traded up $1.08 during midday trading on Friday, hitting $20.47. The institutional investor owned 236 shares of the . How many times did it occur? NICE Price Performance. print By basing your decisions off of the right data, you can easily review scenarios and present potential outcomes to your clients. Description. Request A Consultation Your One-Stop Online Portal eWealthManager serves as your comprehensive advisor portal, combining client management and account administration in an intuitive, fully integrated and easily scaled online platform. Meet Your Goals, Overcome Your Challenges AssetMark's services are designed to help financial advisors advance their practice no matter what their size, goals, or specialty. 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. 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. Responsible for managing workflow for a team of 30+ associates that maintain accounts on the AssetMark platform. Item 11 Disclosure Information contains a list of valuable disclosures that are relevant for Americans. The fund owned 4,706 shares of the company's stock after selling 1,376,615 shares during the quarter. Past performance does not guarantee future results. 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. This could be detrimental to a client during down markets. computer (101424 | C20-16871). In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 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. Assetmark Inc.'s [] While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. AssetMark, Inc. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. Examples of organizational actions are a payment of a stock dividend to shareholders and a cash distribution treated as a return of capital. Forgot password. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. 2022 Reink Media Group LLC. CONCORD, Calif., Nov. 01, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2022. These turnkey solutions feature thoroughly researched investments that are ready for your clients right out of the box. Assetmark Inc. trimmed its position in Align Technology, Inc. (NASDAQ:ALGN - Get Rating) by 35.2% in the second quarter, Holdings Channel.com reports. Any data inaccuracies, please contact our team. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Assetmark Inc. boosted its position in V.F. You tailor your advice to your clients unique needs; AssetMark will do the same for you. 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 . 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. Tons of great salary information on Indeed.com Assetmark Inc. lifted its position in shares of RH (NYSE:RH - Get Rating) by 362.7% during the 2nd quarter, HoldingsChannel.com reports. AssetMark's Post. 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. Currently Assetmark is also a Broker-Dealer or is affiliated with one. HIGH NET WORTH SUCCESS SPECIALIST. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. 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. NICE Ltd. has a one year low of $178.28 and a one year high of $319.88. This automated report was generated using SEC and FINRA data and was last updated on November 4th, 2022*. 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. Set your firm apart using AssetMark solutions to provide this unique client segment with the holistic advice they seek.1 Expand what you offer using our high-net-worth strategists who can tailor portfolios for almost any situation. Checks take place monthly. Third Quarter 2022 Financial and. You tailor advice to your clients unique needs; AssetMark will do the same for you. Visit our ownership page for more information. Jun 2021 - Present1 year 6 months. 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). For example, front running is when a financial professional buys or sell securities ahead of their client. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Rely on researched, innovative investment solutions designed to address a spectrum of client profiles. The firm owned 214 shares of the medical . Our people are committed to your success, and work hard to deliver the services and capabilities you need to serve your clients and grow your business. Adopt Technology Augment Your Services and Drive Efficiency The institutional investor owned 18,575 shares of the credit-card processor's stock after purchasing an additional 2,586 shares during the period. Learn more. 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. As a financial advisory firm, Assetmark can provide a variety of financial planning services for Americans. 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 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. 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 . AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. First Quarter 2022 Financial and Operational Highlights Net income for the quarter was $22.2 million, or $0.30 per share. Tons of great salary information on Indeed.com The advertisements were allegedly circulated to prospective clients interested in separately managed accounts provided by . Concord, California, United States. We seek to deliver peace of mind to independent financial advisors' clients who want trusted and reliable custodian solutions. Craft model portfolios and financial plans and analyze their performance against historical data, common client life events, and goals. Assetmark Inc. lifted its holdings in shares of The Hanover Insurance Group, Inc. (NYSE:THG - Get Rating) by 139.2% in the second quarter, HoldingsChannel.com reports. Remember me. AE Wealth Management LLC's holdings in W. P. [] 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. Leverage our Guided Portfolio Solutions to help your clients meet their financial goals through time-tested, academic investment approaches. Given that these returns are generally. CONCORD, Calif., Nov. 10, 2020 (GLOBE NEWSWIRE) - AssetMark Financial Holdings, Inc. (NYSE: AMK) released its "AssetMark Monthly Knowledge" Report today. 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. Our system found no other conflict questions to ask. Elevate the client experience and streamline your administrative tasks with AssetMarks digital solutions. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 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. AssetMarks solutions are based on a variety of data streams that can help you stay ahead of change. 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. All rights reserved. Advisors seeking more information about AssetMarks services should contact us; individual investors should consult with their financial advisor. Visit our ownership page for more information. 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. 800-664-5345 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. Over the last 52-week period, shares are down 21.5%. The AssetMark Advisor app is an innovative business development tool, designed to help you illustrate your investment philosophy and construct sample portfolios. Help your clients stay on track toward their goals with AssetMarks portfolio solutions, research, and innovative investment strategies. Assetmark has one regulatory action disclosure listed on its Form ADV. Whats more, well keep you up to date with strategies strengths, weaknesses, trends, and performance through regularly published reviews. Co. ( NYSE:VFC - Get Rating) by 63.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). Access all custodial information in a single, integrated experience through. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust. Our solutions integrate into your CRM and with vetted third-party technology, such as Redtail, Voyant, MoneyGuide, and more. Assetmark Inc. grew its position in shares of Atlassian Co. Plc (NASDAQ:TEAM - Get Rating) by 24.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Explore our solutions to identify the right approach for you. Firm Information Disciplinary Questions The fund owned 2,778 shares of the food distribution company's stock after buying an additional 1,004 shares during the quarter. While Assetmark advises clients across a variety of portfolio sizes, the average client balance is currently $199,693. The views expressed here are those of each respective presenter or company, and they are solely responsible for their content. 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. Our Guided Income Solutions are designed to deliver a stable income flow to your clients. What happened? 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. When? Our system found no other disciplinary questions to ask. In our investing platform, we conduct research and ongoing monitoring, identify third-party investment solutions, and offer pre-built portfolios based on the Investing Evolved framework. 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 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 . We collect your information when you visit this website. What do you think? Youre not one to adopt technology for technologys sake; neither are we. Visit our ownership page for more information. 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. eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust. Assetmark Inc.'s holdings in iShares MSCI EAFE Value ETF were worth $204,000 at the end of . 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. AssetMark's Investment Management Assetmark, registered in 1999, serves 53 state(s) with a licensed staff of 177 advisors. Our solutions are linked to the financial data aggregator Yodlee, which connects to over 17,000 global data sources. Our tools facilitate portfolio monitoring, report creation, financial goalsbased planning and more. 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"). Investing involves risk, including the possible loss of principal. Deliver simple, intuitive visualizations that help investors see where they stand, how they can expect performance to change under different market conditions, life events, and more. The stock's fifty day moving average is $198. 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. Indeed.com estimated this salary based on data from 1 employees, users and past and present job ads. eWealthManager serves as your comprehensive advisor portal, combining client management and account administration in an intuitive, fully integrated and easily scaled online platform.
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