Assetmark Financial Holdings, Inc.
OwnerEfficient Advisors, LLC
About Assetmark Financial Holdings, Inc.
Assetmark Financial Holdings, Inc. is listed as Owner at Efficient Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Efficient Advisors, LLC
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 Owner at Efficient Advisors, LLC on SEC Form ADV.
How much of Efficient Advisors, LLC does Assetmark Financial Holdings, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.
Efficient Advisors, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |