About Us

Home

Governance Documents

Home

Download item year list

Download Description

Corporate Standards (opens in new window)

164 KB

Certificate of Incorporation (opens in new window)

2.09 MB

Certificate of Amendment to Certificate of Incorporation (opens in new window)

1.07 MB

By-laws (opens in new window)

236 KB

Corporate Governance Guidelines (opens in new window)

163 KB

Whistleblower Policy (opens in new window)

173 KB

Committee Charters

Download item year list

Date Download Description

June 3, 2017

Audit and Risk Committee Charter (opens in new window)

159 KB

June 2, 2017

Compensation Committee Charter (opens in new window)

141 KB

June 1, 2017

Nominating, Governance and Compliance Committee Charter (opens in new window)

144 KB

Contact Us

Shareholders
Taylor Hamilton, CFA
Head of Investor Relations
investorrelations@assetmark.com
925-521-2273

AssetMark Clients
eservice@assetmark.com

Quick Links

SEC Filings
Information Request Form

Investor Email Alerts

To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. After submitting your request, you will receive an activation email to the requested email address. You must click the activation link in order to complete your subscription. You can sign up for additional alert options at any time.

At AssetMark, we promise to treat your data with respect and will not share your information with any third party. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the ‘unsubscribe’ section below. If you experience any issues with this process, please contact us for further assistance.

By providing your email address below, you are providing consent to AssetMark to send you the requested Investor Email Alert updates.

* Required

Email Address *

Investor Alert Options *

News
Events & Presentations
Quarterly Reports
Annual Reports
SEC Filings
End of Day Stock Quote



Enter the code shown above.

Unsubscribe

Email Alert Sign Up Confirmation

For Your Business
For Your Objective
For Your Clients
Platform
Resource Center
About

Security and Privacy
Forms and ADV
Terms and Conditions

Twitter
Linkedin
Facebook
Rss

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.