On The Mark Add your Logo - site.assetmark.com

Each month, AssetMark helps you interpret the markets and latest trends in financial services. Download "On The Mark" and add your logo, so you can share with your clients. ... Review. …

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Returns As Of December 31, 2024 - Site.assetmark.com

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For general public use. AssetMark | 1 . Source: FactSet . The S&P 500 climbed 25% for the year, fueled by a strong economy and an AI-driven rally in big-tech stocks. The S&P 500 notched 57 …

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How AssetMark (AMK) Stock Stands Out In A Strong Industry

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Mar 8, 2024 · In fact, over the past month, current quarter estimates have risen from 60 cents per share to 61 cents per share, while current year estimates have risen from $2.53 per share to …

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Osaic Wealth Review 2025 - Investor.com

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Oct 16, 2024 · Osaic Wealth, registered in 1997, serves 53 state(s) with a licensed staff of 4,617 advisors. Osaic Wealth manages $94.6 billion and provides investment advisory services for …

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Assetmark Review 2025 - Investor.com

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Advisor / Client Ratio: 1:1746Total AUM: $47.0 billionAverage Client Balance: $185,637

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FAQs about On The Mark Add your Logo - site.assetmark.com Coupon?

Who can invest with Assetmark?

Available to non-high net worth investors: AssetMark’s partnered advisors mostly serve individuals who don’t qualify as high net worth, meaning the firm has experience working with investors other than the wealthy. In addition, the minimum required amount to invest in one of AssetMark’s funds is $10,000, which is lower than many other firms. ...

How many advisors does Assetmark have?

Assetmark, registered in 1999, serves 53 states with a licensed staff of 187 advisors. ...

What's new at Assetmark?

The new ownership structure is a big change in some ways for the company — bringing in new expertise and substantial resources to invest in the platform. In other ways, however, things are business as usual for AssetMark, especially as it pertains to the firm's well-established growth strategy. ...

Who owns Assetmark?

The wealth management technology platform provider AssetMark is now fully owned by the private equity shop GTCR, which struck a deal back in April to buy the firm for $2.7 billion. The new ownership structure is a big change in some ways for the company — bringing in new expertise and substantial resources to invest in the platform. ...

Who is Assetmark for?

The next-largest client group — in terms of both the number of clients and the level of assets — is high net worth individuals. AssetMark can make a rare exception and offer direct financial advising to high net worth individuals who desire a detailed portfolio customization. ...