AssetMark Financial Holdings
General Information | |
Business: |
AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. Our platform enables advisers to outsource high-cost and specialty services that would otherwise require significant investments of time and money—helping to level the playing field for independent financial advisers of all sizes. We provide an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing. |
Industry: | INVESTMENT ADVICE |
Employees: | 620 |
Founded: | 1996 |
Contact Information | |
Address | 1655 Grant Street, 10th Floor, Concord, CA 94520, US |
Phone Number | (925) 521-2200 |
Web Address | http://www.assetmark.com |
View Prospectus: | AssetMark Financial Holdings |
Financial Information | |
Market Cap | $1592.8mil |
Revenues | $371.4 mil (last 12 months) |
Net Income | $30.4 mil (last 12 months) |
IPO Profile | |
Symbol | AMK |
Exchange | NYSE |
Shares (millions): | 12.5 |
Price range | $22.00 - $22.00 |
Est. $ Volume | $275.0 mil |
Manager / Joint Managers | J.P. Morgan/ Goldman Sachs/ Credit Suisse/ Huatai Securities |
CO-Managers | BMO Capital Markets/ Raymond James/ William Blair |
Expected To Trade: | 7/18/2019 |
Status: | Priced |
Quiet Period Expiration Date: | Available only to Subscribers |
Lock-Up Period Expiration Date: | Available only to Subscribers |
SCOOP Rating | Available only to Subscribers |
Rating Change | Available only to Subscribers |