Financial Services [ 2/11 ] | Asset Management [ 75/148 ]
US | NYSE | Stock
| Reported Date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| 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% |
| Aug 3, 22 | 0.44 Increased by +22.22% | 0.41 Increased by +7.32% |
| Apr 28, 22 | 0.39 Increased by +30.00% | 0.38 Increased by +2.63% |
| Feb 15, 22 | 0.34 Increased by +9.68% | 0.34 |
| Nov 9, 21 | 0.40 Increased by +60.00% | 0.38 Increased by +5.26% |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| 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% |
| Jun 30, 22 | 151.21 M Increased by +18.09% | 25.34 M Increased by +153.76% | Increased by +16.76% Increased by +114.88% |
| Mar 31, 22 | 148.30 M Increased by +24.62% | 22.22 M Increased by +349.20% | Increased by +14.98% Increased by +299.97% |
| Dec 31, 21 | 143.58 M Increased by +29.45% | 12.35 M Increased by +225.20% | Increased by +8.60% Increased by +196.72% |
| Sep 30, 21 | 139.67 M Increased by +30.36% | 12.25 M Increased by +42.49% | Increased by +8.77% Increased by +9.30% |
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions 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 to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.