Assetmark, Inc.
● SEC registered since 1999CRD 109018SEC# 801-56323Concord, CA
Reg. AUM
$91.76B
Employees
859
Accounts
456,453
Location
Concord, CA
Assetmark, Inc. assets under management
Assetmark, Inc. operates as an SEC-registered investment adviser based in Concord, CA. The firm has been registered since 1999. It reports $91.8 billion in regulatory assets under management and employs 859 people.
Assetmark, Inc. owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. Control | Owner | Over 75% | 2022 |
| Carrie Ellen Hansen Control | Chief Operating Officer & Director | Under 5% | 2008 |
| Gary George Zyla Control | Chief Financial Officer & Director | Under 5% | 2010 |
| Gaurav Auditya Control | Evp, Head Of Client Operations | Under 5% | 2026 |
| Hyun Michael Kim Control | Chief Executive Officer, President, Chief Client Officer & Director | Under 5% | 2023 |
| Joel David McNatt Control | Chief Wealth Solutions Officer | Under 5% | 2021 |
| John Henry Koval Control | Chief Compliance Officer | Under 5% | 2025 |
| Lou Maiuri Control | Chairperson Of The Board & Director | Under 5% | 2024 |
| Ted Fyke Angus Control | General Counsel | Under 5% | 2010 |
| Gtcr Everest Borrower, LLC Control | Shareholder | Over 75% | 2024 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Assetmark, Inc. manage?
Assetmark, Inc. reports $91.8 billion in regulatory assets under management on its Form ADV.
How many employees does Assetmark, Inc. have?
Assetmark, Inc. reports 859 employees.
Where is Assetmark, Inc. located?
Assetmark, Inc. is based in Concord, CA and has been SEC-registered since 1999.
Does Assetmark, Inc. disclose fund performance?
Assetmark, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1655 Grant Street, 10th Floor, Concord, CA 94520-2445 |
| Phone | 800-664-5345 |
| Fax | 866-559-5795 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1344551 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$91.76B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$91.76Bregulatory AUM
Discretionary $90.92BNon-discretionary $838.1M