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AssetMark Inc
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CRD # | 109018 |
SEC # | 801-56323 |
CIK # | 0001344551, 0001591586 |
AUM | $55.2 BB (2023-03-24) |
Employees | 752 (34% Investors, 50% Brokers) |
Phone | 800-664-5345 |
Address | 1655 Grant Street Concord, CA 94520-2445 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
Total AUM ($BB) |
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CIK | Period |
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0001344551 0001591586 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Microsoft Corp | 1,918.2 | 0.3 | |
Apple Inc | 2,382.8 | 0.3 | |
Pfizer Inc | 284.2 | 0.2 | |
Alphabet Inc | 1,475.1 | 0.2 | |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 332,109 | 40.4 |
(b) Individuals (high net worth individuals) | 5,014 | 9.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4,795 | 2.2 |
(h) Charitable organizations | 1,151 | 0.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.6 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1,618 | 1.4 |
(n) Other | 0 | 0.6 |
Total | 344,691 | 55.2 |
By Discretionary | ||
Discretionary | 344,614 | 53.9 |
Non-Discretionary | 77 | 1.3 |
Total | 344,691 | 55.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 55.2 | |
Total | 344,691 | 55.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001344551] | |
13F-NT | [0001344551] | |
13F-NT | [0001591586] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
NEPC LLC
✚
|
MA | 63.6 |
Sterling Capital Management LLC
✚
|
NC | 62.8 |
Aperio Group LLC
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|
CA | 54.5 |
Cerity Partners LLC
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|
NY | 53.3 |
Brinker Capital Investments LLC
✚
|
NE | 53.3 |
Morningstar Investment Management LLC
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|
IL | 51.9 |
Pzena Investment Management LLC
✚
|
NY | 49.3 |
Buck Global LLC
✚
|
NY | 48.5 |
Natixis Advisors LLC
✚
|
MA | 46.2 |