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| AssetMark Inc
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|---|---|
| CRD # | 109018 |
| SEC # | 801-56323 |
| CIK # | 0001591586, 0001344551 |
| AUM | 91.76 B (2026-05-18) |
| Employees | 859 (31% Investors, 42% Brokers) |
| Phone | 800-664-5345 |
| Address | 1655 Grant Street Concord, CA 94520-2445 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.0 | ||
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Facebook Inc | 0.5 | ||
| Broadcom Inc | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| United Therapeutics Corp | 0.4 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436,288 | 63.0 |
| (b) Individuals (high net worth individuals) | 11,731 | 21.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4,797 | 3.2 |
| (h) Charitable organizations | 1,649 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,985 | 2.0 |
| (n) Other | 0 | 0.3 |
| Total | 456,453 | 91.8 |
| By Discretionary | ||
| Discretionary | 456,450 | 90.9 |
| Non-Discretionary | 3 | 0.8 |
| Total | 456,453 | 91.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 91.8 | |
| Total | 456,453 | 91.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001344551] | |
| 13F-NT | [0001344551] | |
| 13F-NT | [0001591586] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $13.4B |
| Clients | 220,268 |
| Serves | Institutional, Retail |
| LEI | 549300I37LWKSDSJ5585 |
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|---|---|---|
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