$91.8B Total AUM
$90.9B Disc. AUM
12.5% 3Y CAGR
859 Employees
676,720 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Broadridge
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-1998
- Office Locations
- 108
Office Locations
1155 Perimeter Center W Suite 800 Sandy Springs GA
1655 Grant Street 10th Floor Concord CA
16633 Ventura Boulevard Suite 1400 Encino CA
About Assetmark, Inc.
AssetMark, Inc. is an SEC-registered investment adviser providing wealth management and technology solutions for financial advisors, designed to help advisors support clients and run their practices amid changing needs. The firm serves both retail and institutional channels and works with Broadridge.
Team overview
42 AVG AGE
$341.1M AVG AUM / ADVISOR
$135.6K AVG AUM / CLIENT
5.1 yrs AVG TENURE
859 Employees
269 Advisory Reps
195 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
TED FYKE ANGUS
EVP, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
G
GAURAV AUDITYA
EVP
- CRD
- #5958938
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 8 owners & executives
Unlock allContacts
M
MICHAEL JOEL ABELSON
--
- CRD
- #2343295
Available
Available
Available
J
JENNIFER LINDA ADAMS
Financial Planner
- CRD
- #4021296
Available
Available
Available
Showing 2 of 227 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,922,033,722 | $199,194 |
| Non-Discretionary | $838,114,298 | $279,371,433 |
| Total | $91,760,148,020 | $201,029 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing