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AssetMark Financial Holdings, Inc. 
 CA
  SEC # 1591587


        
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Registrant
SEC-Registered emoji

 SEC-Registered:  11/12/13   —   First EDGAR Filing:  11/13/13   –   Last Filing:  4/25/24 

SEC Conformed Name
AssetMark Financial Holdings, Inc.
   Since
 11/13/13 
  ←   
Former Name      To   From 
AqGen Liberty Management II, Inc.11/13/1311/8/13

Business Address
Location emoji
      On:  4/25/24       [ Map ]
        Mailing Address
Location emoji
      On:  4/25/24       [ Map ]
1655 Grant Street, 10th Floor
Concord, California  94520
U.S.A. 
Flag of United States of America emoji

Phone #
Telephone emoji
    Organized In
Location emoji
    Fiscal-Year End    IRS #    SEC CIK    SEC File #
+1 800-664-5345Delaware, U.S.A.  
Flag of United States of America emoji
12/31/yy
Ended m/31/yy emoji
30-07740390001591587001-38980

New York Stock Exchange / ICE emoji
  Market: Symbol:
  NYSE:AMK
 — Common Stock

Major Index emoji
  In Major Indexes:    
S&P Total Market — Russell 2000  &  Russell 3000 — NYSE Composite

Industry Classification
GICS / ICB / SIC emoji
 
GICS – Global Industry Classification Standard:      Sector     →   Sub-Industry  
FinancialsAsset Management & Custody Banks

 
ICB – Industry Classification Benchmark:             Industry   →      Subsector     
FinancialsAsset Managers and Custodians

 
SIC:    Code    U.S. Industry    Through    Source    Filings-Review Office
6282Investment Advice2024SECOffice of Finance



        
Management
Directors & Officers emoji
Director In
 CA
 
Kim Michael2023-2024
 NY
 
Bhagat Rohit2019-2023
 MO
 
Guinn Patricia Lynn2019-2023
 NY
 
Velli Joseph M2020-2023
 CA
 
Wolfsen Natalie Grace2021-2023
 CA
 
Goldman Charles G2019-2020
 CA
 
Jiao Xiaoning2020
 CA
 
Wang Lei2020
List Pre-2020 Directors
    
Officer Since Most-Recent Title In
 CA
 
McNatt Joel David Jr.2021EVP, Investment Solutions2024
 CA
 
Kim Michael2019CEO & President2024
 CA
 
Minta-Jacobs Esi2020EVP, HR & Project Management2023
 CA
 
Angus Ted F.2019EVP, General Counsel2023
 CA
 
Hansen Carrie E.2019EVP, Chief Operating Officer2023
 CA
 
Mehta Mukesh2019EVP, Chief Information Officer2023
 CA
 
Wolfsen Natalie Grace2019EVP, Chief Executive Officer2023
 CA
 
Zyla Gary G.2019EVP, Chief Financial Officer2023
 CA
 
Hahn JohnSVP, Finance & Reporting (PAO)2022
 CA
 
Chafkin Jeremiah H2019Vice Chairman2021
 CA
 
Goldman Charles G2019Chief Executive Officer2020


        
List ‘8-K’ Current Reports re: Changes in Directors or Officers


        
See:  Other Insider & Control Relationships


        

        
Securities
Certificate emoji
 Market: Symbol   Description      
(Prices)(Type — Name)
 
NYSE:AMK  Common Stock — Common Stock, $0.001 par value per share
_________
 Symbol source:  SEC
SEC emoji

 As of:  4/25/24
    

        
CUSIP, CINS or PPN      DescriptionSymbol  
IssuerIssue(Class or re: Filing — Name)
    
To 2024:  04546L04546L·10·6    Common — Common Stock, $0.001 par value per share ← AMK
04546L·01·5    Options
_________
 Classes source:  Form 13F Filings that list Section 13(f) Securities


        


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