Assetmark Financial Holdings, Inc.
Sole Shareholder - Direct OwnerAtria Investments, Inc.
About Assetmark Financial Holdings, Inc.
Assetmark Financial Holdings, Inc. is listed as Sole Shareholder - Direct Owner at Atria Investments, Inc. in Charlotte, NC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Atria Investments, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Assetmark Financial Holdings, Inc. work?
Assetmark Financial Holdings, Inc. is listed as Sole Shareholder - Direct Owner at Atria Investments, Inc. on SEC Form ADV.
How much of Atria Investments, Inc. does Assetmark Financial Holdings, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.
Atria Investments, Inc.
| Title | Sole Shareholder - Direct Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |