Assetmark Review 2024 - investor.com

Oct 16, 2024 · Assetmark, registered in 1999, serves 53 state(s) with a licensed staff of 187 advisors. Assetmark manages $65.6 billion and provides investment advisory services for …

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Assetmark Review 2024 - Investor.com

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Oct 16, 2024 · Assetmark, registered in 1999, serves 53 state(s) with a licensed staff of 187 advisors. Assetmark manages $65.6 billion and provides investment advisory services for …

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AssetMark Launches Morningstar Wealth Investment Strategies For ...

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Sep 12, 2024 · As announced in June 2024, AssetMark agreed to acquire approximately $12 billion in assets from Morningstar Wealth’s Turnkey Asset Management Platform (TAMP), with …

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Morningstar's Sale Of TAMP's $12-billion Book-of-business To …

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Jun 24, 2024 · Morningstar nets a cash windfall, a better distribution deal, and it reduces conflicts with its clients, but SMArtX is the likely loser, which will no longer administer Morningstar's …

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AssetMark Seeks To Compete On Broader Stage With Latest Moves

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Mar 4, 2021 · The turnkey asset management platform AssetMark is looking more like a full-fledged wealthtech firm than a simple TAMP. With $74.5 billion and more than 8,400 advisors …

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PE Firm GTCR To Buy Wealth Management Platform AssetMark For …

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Apr 25, 2024 · Private equity firm GTCR has agreed to pay $2.7 billion to buy AssetMark Financial , in a deal that would take the wealth management platform private more than five years after …

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Assetmark Review 2024 - 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 Assetmark Review 2024 - investor.com Coupon?

How many advisors does Assetmark have?

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

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. ...

Is Assetmark a financial advisor?

The bottom line: AssetMark is an asset management firm that individual investors can access through their independent financial advisors for portfolio management services. All information included in this profile is accurate as of October 5, 2021. For more information, please consult AssetMark’s website. What types of clients does AssetMark serve? ...

Is Assetmark a good investment company?

Assetmark touts on its website that its investment solutions are built to anticipate market fluctuations. The firm says it focuses on long-term investments, and it offers investors and advisors pre-built and third-party investment solutions. Assetmark also provides an array of risk profiles for its investment products. ...

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. ...