Assetmark Inc

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Assets, Funds, Holdings

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CAFR Data
Assetmark Inc
CRD #109018
SEC #801-56323
CIK #
AUM $29.5 BB (97% Disc, 100% US)
Employees476 (41% Investors, 57% Brokers)
Phone800-664-5345
Address1655 Grant Street
Concord, CA 94520-2445
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
35282114702000200620132020
Sector Holding Cap ($MM) Value ($MM)
VOO624.3
BIL303.8
IEFA280.3
SHY278.3
SPY255.1
VTV240.5
VUG233.3
SHV227.3
IEMG220.9
MGV207.3
View All
Holdings by Sector ($)
151296302014201620182020
Comparable Firms State AUM ($BB)
Buck Global LLC
NY 31.1
PFF Bank & Trust FSB
CA 30.9
Morgan Stanley Dean Witter Advisors Inc
NY 30.1
Aon Investment Consulting Inc
FL 29.9
Northern Cross Investments Ltd
28.9
AMG Funds LLC
CT 28.3
Barclays Global Investors Canada Limited
28.1
Firstar Investment Reseach & Management Company LLC
WI 28.0
McLean Budden Limited
27.9
Beutel Goodman & Company Ltd
27.7
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