ASSETMARK INC Overview

Assetmark Inc is an investment advisor that manages 14.3 BN dollars in regulatory AUM and has 329 employees, of which 141 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 09/30/16. The fund's latest filing disclosed 7BN in positions, representing 46% of the manager's regulatory AUM.

ASSETMARK INC StockAlpha

-3.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

ASSETMARK INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 4.77% ETF 4.69% -0% 0 2%
SPY 3.59% ETF 4.72% 0% 0 29%
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FEATURED IN
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ASSETMARK INC Founders and Key Employees

Name Title In Position Since
Carrie E. Hansen Chief Operations Officer & Director April-2008
Ted F. Angus General Counsel & Director November-2010
Gary G. Zyla Chief Financial Officer & Director December-2010
Charles G. Goldman President, Chief Executive Officer And Director January-2014
Claire G. Blue Chief Compliance Officer April-2014
Natalie G. Wolfsen Chief Commercialization Officer May-2014
H. Michael M. Kim National Sales And Consulting Leader August-2014
Jeremiah H. Chafkin Chief Investment Officer August-2014

ASSETMARK INC Brokers, Custodians, Auditors and Administrators

Type Company

ASSETMARK INC Investment Strategy

ASSETMARK INC Portfolio Concentration

ASSETMARK INC Location

1655 GRANT STREET
10TH FLOOR
CONCORD, California
UNITED STATES, 94520-2445

ASSETMARK INC Contact Information

Phone Number: 800-664-5345
Fax Number: 866-528-7985
Website:

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