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Governance Documents

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Download item year list
Download Description
Corporate Standards (opens in new window)
161 KB
Certificate of Incorporation (opens in new window)
2.09 MB
By-laws (opens in new window)
236 KB
Corporate Governance Guidelines (opens in new window)
158 KB
Whistleblower Policy (opens in new window)
172 KB

Committee Charters

Download item year list
Date Download Description
June 3, 2017
Audit and Risk Committee Charter (opens in new window)
158 KB
June 2, 2017
Compensation Committee Charter (opens in new window)
139 KB
June 1, 2017
Nominating, Governance and Compliance Committee Charter (opens in new window)
142 KB

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

AssetMark Clients
eservice@assetmark.com

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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.

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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.

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