AssetMark Financial Holdings, Inc. – NYSE:AMK
Financial Health
0
1
2
3
4
5
6
7
8
9
Market closed
Open in about 10 hours
AssetMark Financial Holdings stock price monthly change
+0.79%
month
AssetMark Financial Holdings stock price quarterly change
+0.46%
quarter
AssetMark Financial Holdings stock price yearly change
+21.53%
year
AssetMark Financial Holdings key metrics
Market Cap | 2.63B |
Enterprise value | 2.30B |
P/E | 22.69 |
EV/Sales | 3.73 |
EV/EBITDA | 13.22 |
Price/Sales | 3.68 |
Price/Book | 2.02 |
PEG ratio | 0.07 |
EPS | 1.94 |
Revenue | 722.20M |
EBITDA | 242.87M |
Income | 143.86M |
Revenue Q/Q | 7.76% |
Revenue Y/Y | 11.69% |
Profit margin | 16.7% |
Oper. margin | 23.17% |
Gross margin | 46.85% |
EBIT margin | 23.17% |
EBITDA margin | 33.63% |
Sign up &
create your own Smart Feed
create your own Smart Feed
Personalize your watchlist with companies you want to keep track of and get notified in the smart feed every time fresh news arrives.
Sign up for freeAssetMark Financial Holdings stock price history
AssetMark Financial Holdings stock forecast
AssetMark Financial Holdings financial statements
| Jun 2023 | 183.23M | 32.87M | 17.94% |
|---|---|---|---|
| Sep 2023 | 190.52M | 38.38M | 20.15% |
| Dec 2023 | 158.18M | 34.63M | 21.9% |
| Mar 2024 | 190.26M | 37.96M | 19.95% |
| Sep 2025 | 165M | 55.42M | 33.59% |
|---|---|---|---|
| Oct 2025 | 162M | 54.45M | 33.61% |
| Dec 2025 | 165M | 56.06M | 33.98% |
| Mar 2026 | 167M | 52.19M | 31.26% |
Analysts Price target
Financials & Ratios estimates
| Jun 2023 | 1563837000 | 379.39M | 24.26% |
|---|---|---|---|
| Sep 2023 | 1605327000 | 378.21M | 23.56% |
| Dec 2023 | 1620563000 | 353.18M | 21.79% |
| Mar 2024 | 1656826000 | 347.31M | 20.96% |
| Jun 2023 | 66.35M | -16.00M | 0 |
|---|---|---|---|
| Sep 2023 | 53.94M | -12.01M | -50M |
| Dec 2023 | 15.24M | -12.68M | 1.36M |
| Mar 2024 | 47.41M | -17.46M | 0 |
AssetMark Financial Holdings alternative data
| Aug 2023 | 980 |
|---|---|
| Sep 2023 | 1,000 |
| Oct 2023 | 1,000 |
| Nov 2023 | 1,000 |
| Dec 2023 | 1,000 |
| Jan 2024 | 1,000 |
| Feb 2024 | 1,000 |
| Mar 2024 | 990 |
| Apr 2024 | 990 |
| May 2024 | 990 |
| Jun 2024 | 1,000 |
| Jul 2024 | 1,000 |
AssetMark Financial Holdings other data
12.29%
-14.89%
of AMK is owned by hedge funds
78
-22
9.08M
-10.99M
shares is hold by hedge funds
What is insider trading?
| Period | Buy | Sel |
|---|---|---|
| Dec 2023 | 0 | 11500 |
| Mar 2024 | 0 | 11833 |
| Jun 2024 | 0 | 54152 |
| Quarter | Transcript |
|---|---|
| Q4 2023 25 Feb 2024 | Q4 2023 Earnings Call Transcript |
| Q3 2023 6 Nov 2023 | Q3 2023 Earnings Call Transcript |
| Q2 2023 5 Aug 2023 | Q2 2023 Earnings Call Transcript |
| Q1 2023 5 May 2023 | Q1 2023 Earnings Call Transcript |
| Insider | Compensation |
|---|---|
| Mr. Charles George Goldman (1962) Consultant | $1,540,000 |
Mr. H. Michael Kim (1970) Pres & Chief Client Officer | $1,020,000 |
| Ms. Natalie Grace Wolfsen (1970) Chief Executive Officer & Director | $1,020,000 |
-
When is AssetMark Financial Holdings's next earnings date?
Unfortunately, AssetMark Financial Holdings's (AMK) next earnings date is currently unknown.
-
Does AssetMark Financial Holdings pay dividends?
No, AssetMark Financial Holdings does not pay dividends.
-
How much money does AssetMark Financial Holdings make?
AssetMark Financial Holdings has a market capitalization of 2.63B and it's past years’ income statements indicate that its last revenue has increased compared to the previous period by 14.59% to 708.5M US dollars.
-
What is AssetMark Financial Holdings's stock symbol?
AssetMark Financial Holdings, Inc. is traded on the NYSE under the ticker symbol "AMK".
-
What is AssetMark Financial Holdings's primary industry?
Company operates in the Financial Services sector and Asset Management industry.
-
How do i buy shares of AssetMark Financial Holdings?
Shares of AssetMark Financial Holdings can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
-
Who are AssetMark Financial Holdings's key executives?
AssetMark Financial Holdings's management team includes the following people:
- Mr. Charles George Goldman Consultant(age: 63, pay: $1,540,000)
- Mr. H. Michael Kim Pres & Chief Client Officer(age: 55, pay: $1,020,000)
- Ms. Natalie Grace Wolfsen Chief Executive Officer & Director(age: 55, pay: $1,020,000)
-
How many employees does AssetMark Financial Holdings have?
As Jul 2024, AssetMark Financial Holdings employs 1,000 workers, which is 1% more then previous quarter.
-
When AssetMark Financial Holdings went public?
AssetMark Financial Holdings, Inc. is publicly traded company for more then 6 years since IPO on 18 Jul 2019.
-
What is AssetMark Financial Holdings's official website?
The official website for AssetMark Financial Holdings is assetmark.com.
-
Where are AssetMark Financial Holdings's headquarters?
AssetMark Financial Holdings is headquartered at 1655 Grant Street, Concord, CA.
-
How can i contact AssetMark Financial Holdings?
AssetMark Financial Holdings's mailing address is 1655 Grant Street, Concord, CA and company can be reached via phone at +92 55212200.
AssetMark Financial Holdings company profile:
AssetMark Financial Holdings, Inc.
assetmark.comExchange:
NYSE
Full time employees:
1,000
Industry:
Asset Management
Sector:
Financial Services
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
1655 Grant Street
Concord, CA 94520
Concord, CA 94520
CIK: 0001591587
ISIN: US04546L1061
CUSIP: 04546L106
