Assets Under Management
$77.4B
Number of Clients
410,747
Number of Advisors
174
Average Client AUM
$188K
AUM per Advisor
$444.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
AssetMark offers investment advisory services to 401(k) and 403(b) plans. They develop and maintain investment alternatives, including individual funds and managed account solutions. AssetMark contracts with portfolio strategists for asset allocation models and can replace investment alternatives at its discretion. AssetMark does not provide individualized investment advice to plan participants.
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445