|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| AssetMark Inc
✚
|
|
|---|---|
| CRD # | 109018 |
| SEC # | 801-56323 |
| CIK # | 0001591586, 0001344551 |
| AUM | $77.4 B (2025-05-20) |
| Employees | 735 (33% Investors, 48% Brokers) |
| Phone | 800-664-5345 |
| Address | 1655 Grant Street Concord, CA 94520-2445 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001591586 0001344551 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Facebook Inc | 0.6 | ||
| Apple Inc | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| AT&T Inc | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393,482 | 54.0 |
| (b) Individuals (high net worth individuals) | 8,960 | 16.6 |
| (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 | 5,113 | 3.2 |
| (h) Charitable organizations | 1,335 | 0.7 |
| (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 | 1,855 | 1.8 |
| (n) Other | 0 | 0.6 |
| Total | 410,749 | 77.4 |
| By Discretionary | ||
| Discretionary | 410,693 | 75.9 |
| Non-Discretionary | 56 | 1.5 |
| Total | 410,749 | 77.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 77.4 | |
| Total | 410,749 | 77.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001344551] | |
| 13F-NT | [0001344551] | |
| 13F-NT | [0001591586] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Income Research Management
✚
|
MA | 109.0 |
|
Natixis Advisors LLC
✚
|
MA | 85.2 |
|
Putnam Investment Management LLC
✚
|
MA | 85.2 |
|
Morningstar Investment Management LLC
✚
|
IL | 76.6 |
|
Rockefeller Financial LLC
✚
|
NY | 70.0 |
|
Sterling Capital Management LLC
✚
|
NC | 66.2 |
|
Kestra Advisory Services LLC
✚
|
TX | 60.2 |
|
Orion Portfolio Solutions LLC
✚
|
NE | 57.7 |
|
Breckinridge Capital Advisors Inc
✚
|
MA | 51.0 |
|
Parnassus Investments LLC
✚
|
CA | 45.7 |