AMK AssetMark Financial Holdings Inc.

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; record-keeper and third-party administrator services for retirement products; wealth management services for institutional and individual investors; and insurance services on an intermediary basis. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

Date	Price Target	Rating	Analyst
4/26/2024	$37.00	Overweight → Neutral	JP Morgan
4/25/2024		Outperform → Mkt Perform	William Blair
1/23/2023	$24.00 → $32.00	Neutral → Overweight	JP Morgan
7/25/2022		Outperform	William Blair
11/10/2021	$41.00 → $45.00	Strong Buy	Raymond James
11/10/2021	$30.00 → $35.00	Outperform	Credit Suisse
7/29/2021	$38.00 → $41.00	Strong Buy	Raymond James
7/13/2021	$34.00 → $38.00	Strong Buy	Raymond James

AssetMark Financial Holdings Inc.

Recent Analyst Ratings for AssetMark Financial Holdings Inc.

AssetMark Financial Holdings Inc. Insider Trading

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

Large owner Huatai Securities Co., Ltd. sold $1,793,301,415 worth of shares (50,873,799 units at $35.25) (SEC Form 4)

HR & Digital Product Solutions Minta-Jacobs Esi returned $2,353,502 worth of shares to the company (66,766 units at $35.25), closing all direct ownership in the company (SEC Form 4)

EVP, Investment Solutions Mcnatt Joel David Jr returned $1,322,897 worth of shares to the company (37,529 units at $35.25), closing all direct ownership in the company (SEC Form 4)

EVP, Chief Information Officer Mehta Mukesh gifted 182,165 shares, received a gift of 182,165 shares and returned $10,743,883 worth of shares to the company (304,791 units at $35.25), closing all direct ownership in the company (SEC Form 4)

EVP, Chief Operating Officer Hansen Carrie E. returned $4,738,975 worth of shares to the company (134,439 units at $35.25), closing all direct ownership in the company (SEC Form 4)

EVP, General Counsel Angus Ted F. returned $3,842,602 worth of shares to the company (109,010 units at $35.25), closing all direct ownership in the company (SEC Form 4)

EVP, Chief Financial Officer Zyla Gary G. returned $3,168,799 worth of shares to the company (89,895 units at $35.25), closing all direct ownership in the company (SEC Form 4)

CEO and President Kim Michael returned $13,874,470 worth of shares to the company (393,602 units at $35.25), closing all direct ownership in the company (SEC Form 4)

Director Bhagat Rohit returned $2,081,477 worth of shares to the company (59,049 units at $35.25), closing all direct ownership in the company (SEC Form 4)

Director Guinn Patricia Lynn returned $935,006 worth of shares to the company (26,525 units at $35.25), closing all direct ownership in the company (SEC Form 4)