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AssetMark Financial Holdings, Inc., owns and operates a management technology platform for financial advisor company. It offers digital, sales and service, investment management, tax management, direct indexing, transition support, retirement services for business, and RIA services. The company serves independent advisors, advisor teams, registered investment advisors, enterprises, and bank trusts. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California with additional offices in Phoenix, Arizona; Chicago, Illinois; Charlotte, North Carolina; Atlanta, Georgia; and Encino, California.
Name | Age | Since | Title |
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Michael Lomio | - | 2024 | Director |
H. Michael Kim | 54 | 2018 | Co-President, Co-CEO & Director |
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