Assetmark, Inc.

Registered investment advisor · Concord, California · CRD #109018

Assets Under Management

$91.8B

Client Accounts

456,453

Employees

859

CRD Number

109018

Registration

SEC Registered

Custodian

Assetmark Trust Company

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Assetmark, Inc.

AssetMark Financial Holdings, Inc. is a prominent provider of turnkey asset management platform (TAMP) solutions, investment products, technology, and consulting services aimed at supporting financial advisors. Founded in 1996 and headquartered in Concord, California, AssetMark focuses on enhancing financial wellbeing for clients through a comprehensive platform that includes technology like PortfolioEngine and Guided Portfolio Solutions. The company manages over $158 billion in platform assets

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Assetmark, Inc.

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Frequently Asked Questions

What is Assetmark, Inc.'s AUM?

Assetmark, Inc. reports approximately $91.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Assetmark, Inc. headquartered?

Assetmark, Inc. is headquartered in Concord, California.

What is Assetmark, Inc.'s CRD number?

Assetmark, Inc.'s CRD number is 109018. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.