Financials | Financial Services | Capital Markets | Asset Management & Custody Banks
NYSE | Common Stock
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States.
It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel.
The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools.
In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace.
The company serves independent advisers who provide wealth management advice to theU. S. investors.
AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California.
AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| Jul 18, 24 | 0.66 Increased by +20.00% | 0.66 |
| May 1, 24 | 0.60 Increased by +13.21% | 0.60 |
| Feb 21, 24 | 0.59 Increased by +28.26% | 0.57 Increased by +3.51% |
| Nov 6, 23 | 0.62 Increased by +31.91% | 0.58 Increased by +6.90% |
| Aug 2, 23 | 0.55 Increased by +25.00% | 0.57 Decreased by -3.51% |
| May 3, 23 | 0.53 Increased by +35.90% | 0.54 Decreased by -1.85% |
| Feb 22, 23 | 0.46 Increased by +35.29% | 0.44 Increased by +4.55% |
| Nov 1, 22 | 0.47 Increased by +17.50% | 0.42 Increased by +11.90% |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| Jun 30, 24 | 198.49 M Increased by +8.33% | 32.31 M Decreased by -1.71% | Increased by +16.28% Decreased by -9.27% |
| Mar 31, 24 | 190.27 M Increased by +7.76% | 37.96 M Increased by +120.44% | Increased by +19.95% Increased by +104.56% |
| Dec 31, 23 | 158.18 M Decreased by -3.63% | 34.63 M Increased by +35.33% | Increased by +21.90% Increased by +40.42% |
| Sep 30, 23 | 190.52 M Increased by +23.19% | 38.38 M Increased by +27.49% | Increased by +20.15% Increased by +3.49% |
| Jun 30, 23 | 183.23 M Increased by +21.18% | 32.88 M Increased by +29.74% | Increased by +17.94% Increased by +7.07% |
| Mar 31, 23 | 176.56 M Increased by +19.05% | 17.22 M Decreased by -22.49% | Increased by +9.75% Decreased by -34.90% |
| Dec 31, 22 | 164.13 M Increased by +14.31% | 25.59 M Increased by +107.21% | Increased by +15.59% Increased by +81.27% |
| Sep 30, 22 | 154.66 M Increased by +10.74% | 30.11 M Increased by +145.79% | Increased by +19.47% Increased by +121.96% |