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 06/30/20. The fund's latest filing disclosed 14BN in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/13 to 06/30/20. The fund's latest filing disclosed 14BN in positions, representing 98% of the manager's regulatory AUM.
ASSETMARK INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ASSETMARK INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEF | 5.13% | ETF | 0.29% | -0.06% | 1 | 2% | ||
| VOO | 4.84% | ETF | 5.03% | -0.01% | 0 | 14% | ||
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FEATURED IN
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
10TH FLOOR
CONCORD, California
UNITED STATES, 94520-2445
ASSETMARK INC Contact Information
Phone Number: 800-664-5345
Fax Number: 866-528-7985
Website: null
Fax Number: 866-528-7985
Website: null
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