AssetMark Financial Holdings Key Executives
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AssetMark Financial Holdings Earnings
This section highlights AssetMark Financial Holdings's earnings, including key dates, EPS, earnings reports, and earnings call transcripts.
Next Earnings Date
Last Earnings Results
Earnings Call Transcripts
| Transcript | Quarter | Year | Date | Estimated EPS | Actual EPS |
|---|---|---|---|---|---|
| Read Transcript | Q4 | 2023 | 2024-02-25 | N/A | N/A |
| Read Transcript | Q3 | 2023 | 2023-11-06 | $0.58 | $0.62 |
| Read Transcript | Q2 | 2023 | 2023-08-05 | N/A | N/A |
| Read Transcript | Q1 | 2023 | 2023-05-05 | N/A | N/A |
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.
$35.24
Stock Price
$2.64B
Market Cap
1.00K
Employees
Concord, CA
Location
Financial Statements
Access annual & quarterly financial statements for AssetMark Financial Holdings, including income statements, balance sheets, and cash flow statements..
Annual Income Statement
| Breakdown | December 31, 2023 | December 31, 2022 | December 31, 2021 | December 31, 2020 | December 31, 2019 |
|---|---|---|---|---|---|
| Revenue | $708.50M | $618.31M | $530.30M | $432.08M | $417.94M |
| Cost of Revenue | $389.82M | $328.61M | $348.96M | $311.88M | $286.00M |
| Gross Profit | $318.68M | $289.69M | $181.34M | $120.20M | $131.94M |
| Gross Profit Ratio | 45.00% | 46.85% | 34.20% | 27.82% | 31.57% |
| Research and Development Expenses | $22.87M | $20.04M | $28.71M | $27.14M | $24.07M |
| General and Administrative Expenses | $26.85M | $115.31M | $94.75M | $77.57M | $72.11M |
| Selling and Marketing Expenses | $98.30M | $254.00K | $1.77M | $3.24M | $- |
| Selling General and Administrative Expenses | $125.15M | $115.31M | $94.75M | $77.57M | $72.11M |
| Other Expenses | $-16.95M | $31.15M | $37.93M | $35.13M | $30.36M |
| Operating Expenses | $125.15M | $146.46M | $132.68M | $112.69M | $102.47M |
| Cost and Expenses | $514.98M | $475.07M | $481.65M | $424.57M | $388.47M |
| Interest Income | $- | $6.52M | $3.56M | $5.59M | $12.27M |
| Interest Expense | $9.11M | $6.52M | $3.56M | $5.59M | $12.27M |
| Depreciation and Amortization | $35.54M | $31.15M | $37.93M | $35.13M | $30.36M |
| EBITDA | $212.12M | $174.43M | $86.47M | $40.95M | $57.53M |
| EBITDA Ratio | 30.00% | 28.21% | 16.31% | 9.48% | 13.77% |
| Operating Income | $193.52M | $143.28M | $48.55M | $5.82M | $27.17M |
| Operating Income Ratio | 27.31% | 23.17% | 9.15% | 1.35% | 6.50% |
| Total Other Income Expenses Net | $-26.05M | $-6.48M | $-3.67M | $-7.28M | $-14.56M |
| Income Before Tax | $167.47M | $136.76M | $44.99M | $231.00K | $14.90M |
| Income Before Tax Ratio | 23.64% | 22.12% | 8.48% | 0.05% | 3.57% |
| Income Tax Expense | $44.35M | $33.50M | $19.32M | $8.04M | $15.32M |
| Net Income | $123.12M | $103.26M | $25.67M | $-7.81M | $-420.00K |
| Net Income Ratio | 17.38% | 16.70% | 4.84% | -1.81% | -0.10% |
| EPS | $1.66 | $1.40 | $0.36 | $-0.12 | $-0.01 |
| EPS Diluted | $1.65 | $1.40 | $0.35 | $-0.12 | $-0.01 |
| Weighted Average Shares Outstanding | 74.11M | 73.72M | 72.14M | 67.36M | 66.30M |
| Weighted Average Shares Outstanding Diluted | 74.44M | 73.87M | 72.40M | 67.36M | 66.30M |
| SEC Filing | Source | Source | Source | Source | Source |
| Breakdown | June 30, 2024 | March 31, 2024 | December 31, 2023 | September 30, 2023 | June 30, 2023 | March 31, 2023 | December 31, 2022 | September 30, 2022 | June 30, 2022 | March 31, 2022 | December 31, 2021 | September 30, 2021 | June 30, 2021 | March 31, 2021 | December 31, 2020 | September 30, 2020 | June 30, 2020 | March 31, 2020 | December 31, 2019 | September 30, 2019 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $198.49M | $190.27M | $158.18M | $190.52M | $183.23M | $176.56M | $164.13M | $154.66M | $151.21M | $148.30M | $143.58M | $139.67M | $128.04M | $119.01M | $110.92M | $107.14M | $99.13M | $114.89M | $111.01M | $110.13M |
| Cost of Revenue | $110.89M | $105.17M | $79.20M | $98.20M | $95.45M | $90.90M | $85.14M | $80.21M | $80.88M | $82.38M | $86.50M | $82.26M | $76.13M | $104.07M | $79.53M | $76.67M | $75.88M | $79.80M | $79.68M | $77.14M |
| Gross Profit | $87.61M | $85.09M | $78.98M | $92.33M | $87.79M | $85.66M | $78.99M | $74.46M | $70.33M | $65.92M | $57.09M | $57.40M | $51.91M | $14.93M | $31.39M | $30.47M | $23.25M | $35.09M | $31.33M | $32.99M |
| Gross Profit Ratio | 44.10% | 44.70% | 49.90% | 48.50% | 47.90% | 48.50% | 48.10% | 48.10% | 46.50% | 44.50% | 39.80% | 41.10% | 40.50% | 12.50% | 28.30% | 28.44% | 23.45% | 30.54% | 28.22% | 29.95% |
| Research and Development Expenses | $- | $- | $22.87M | $- | $- | $- | $20.04M | $- | $- | $- | $28.71M | $- | $- | $- | $27.14M | $- | $- | $- | $24.07M | $- |
| General and Administrative Expenses | $40.55M | $33.41M | $5.72M | $30.08M | $32.73M | $31.08M | $32.26M | $27.54M | $27.72M | $27.79M | $27.81M | $23.86M | $21.33M | $21.75M | $18.24M | $19.58M | $16.54M | $23.20M | $20.08M | $22.05M |
| Selling and Marketing Expenses | $27.82M | $27.32M | $- | $- | $- | $- | $3.00K | $- | $- | $- | $764.00K | $276.00K | $- | $505.00K | $2.52M | $774.00K | $- | $903.00K | $- | $- |
| Selling General and Administrative Expenses | $25.95M | $29.55M | $5.72M | $30.08M | $32.73M | $31.08M | $32.26M | $27.54M | $27.72M | $27.79M | $27.81M | $23.86M | $21.33M | $21.75M | $18.24M | $19.58M | $16.54M | $23.20M | $20.08M | $22.05M |
| Other Expenses | $196.00K | $332.00K | $19.83M | $2.19M | $288.00K | $8.43M | $8.01M | $7.96M | $7.71M | $7.47M | $-24.00K | $-119.00K | $22.00K | $15.00K | $-1.69M | $15.00K | $39.00K | $-50.00K | $8.32M | $7.52M |
| Operating Expenses | $25.95M | $29.55M | $25.55M | $39.05M | $41.41M | $39.51M | $40.26M | $35.51M | $35.43M | $35.26M | $35.89M | $34.51M | $31.06M | $31.22M | $27.54M | $28.25M | $25.29M | $31.61M | $28.40M | $29.57M |
| Cost and Expenses | $136.84M | $134.72M | $25.55M | $137.25M | $136.86M | $130.41M | $125.41M | $115.71M | $116.31M | $117.64M | $122.38M | $116.78M | $107.20M | $135.29M | $107.07M | $104.92M | $101.17M | $111.41M | $108.08M | $106.71M |
| Interest Income | $- | $- | $- | $2.31M | $2.14M | $2.35M | $2.31M | $1.56M | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
| Interest Expense | $2.20M | $2.29M | $2.32M | $2.31M | $2.14M | $2.35M | $2.31M | $1.56M | $1.49M | $1.16M | $953.00K | $1.06M | $774.00K | $771.00K | $1.14M | $1.34M | $1.47M | $1.63M | $1.70M | $2.51M |
| Depreciation and Amortization | $10.30M | $9.92M | $9.47M | $8.96M | $8.68M | $8.43M | $8.01M | $7.96M | $7.71M | $7.47M | $8.08M | $10.65M | $9.73M | $9.47M | $9.30M | $8.67M | $8.75M | $8.41M | $8.32M | $7.52M |
| EBITDA | $57.54M | $61.94M | $57.62M | $64.43M | $55.35M | $34.71M | $46.97M | $46.92M | $42.53M | $38.00M | $29.26M | $33.42M | $30.60M | $-6.80M | $11.46M | $10.90M | $6.75M | $11.84M | $11.25M | $10.94M |
| EBITDA Ratio | 29.00% | 33.00% | 36.43% | 33.82% | 30.21% | 19.66% | 28.62% | 30.34% | 28.13% | 25.62% | 20.38% | 23.93% | 23.90% | -5.71% | 10.33% | 10.17% | 6.81% | 10.31% | 10.13% | 9.94% |
| Operating Income | $61.65M | $55.54M | $48.16M | $55.47M | $46.66M | $26.29M | $38.97M | $38.96M | $34.82M | $30.53M | $21.18M | $22.89M | $20.84M | $-16.29M | $3.85M | $2.22M | $-2.04M | $3.48M | $5.22M | $3.42M |
| Operating Income Ratio | 31.06% | 29.19% | 30.44% | 29.11% | 25.47% | 14.89% | 23.74% | 25.19% | 23.03% | 20.59% | 14.75% | 16.39% | 16.28% | -13.69% | 3.47% | 2.07% | -2.06% | 3.03% | 4.70% | 3.10% |
| Total Other Income Expenses Net | $-2.01M | $-5.82M | $-1.88M | $-113.00K | $-1.85M | $-2.35M | $-2.08M | $-1.55M | $-1.49M | $-1.16M | $-977.00K | $-1.18M | $-752.00K | $-3.68M | $-2.83M | $-1.33M | $-1.44M | $-1.68M | $-3.59M | $-2.51M |
| Income Before Tax | $45.05M | $49.73M | $45.84M | $53.16M | $44.53M | $23.94M | $36.65M | $37.40M | $33.33M | $29.37M | $20.23M | $21.71M | $20.09M | $-17.04M | $1.01M | $887.00K | $-3.48M | $1.81M | $1.22M | $907.00K |
| Income Before Tax Ratio | 22.69% | 26.14% | 28.98% | 27.90% | 24.30% | 13.56% | 22.33% | 24.18% | 22.04% | 19.81% | 14.09% | 15.54% | 15.69% | -14.32% | 0.91% | 0.83% | -3.51% | 1.57% | 1.10% | 0.82% |
| Income Tax Expense | $12.73M | $11.76M | $11.20M | $14.78M | $11.65M | $6.72M | $11.06M | $7.29M | $7.99M | $7.15M | $7.88M | $9.46M | $10.11M | $-8.13M | $10.88M | $-7.71M | $5.80M | $-929.00K | $3.96M | $4.63M |
| Net Income | $32.31M | $37.96M | $34.63M | $38.38M | $32.88M | $17.22M | $25.59M | $30.11M | $25.34M | $22.22M | $12.35M | $12.25M | $9.99M | $-8.92M | $-9.87M | $8.60M | $-9.28M | $2.74M | $-2.74M | $-3.73M |
| Net Income Ratio | 16.28% | 19.95% | 21.90% | 20.15% | 17.94% | 9.75% | 15.59% | 19.47% | 16.76% | 14.98% | 8.60% | 8.77% | 7.80% | -7.49% | -8.89% | 8.02% | -9.36% | 2.38% | -2.47% | -3.39% |
| EPS | $0.43 | $0.51 | $0.47 | $0.52 | $0.44 | $0.23 | $0.35 | $0.41 | $0.34 | $0.30 | $0.17 | $0.17 | $0.14 | $-0.13 | $-0.15 | $0.13 | $-0.14 | $0.04 | $-0.04 | $-0.05 |
| EPS Diluted | $0.43 | $0.50 | $0.46 | $0.51 | $0.44 | $0.23 | $0.35 | $0.41 | $0.34 | $0.30 | $0.17 | $0.17 | $0.14 | $-0.13 | $-0.15 | $0.12 | $-0.14 | $0.04 | $-0.04 | $-0.05 |
| Weighted Average Shares Outstanding | 74.49M | 74.38M | 74.31M | 74.26M | 73.99M | 73.89M | 73.85M | 73.84M | 73.63M | 73.57M | 73.24M | 72.92M | 71.92M | 68.58M | 65.75M | 67.28M | 66.29M | 67.14M | 72.18M | 69.28M |
| Weighted Average Shares Outstanding Diluted | 75.28M | 75.27M | 74.57M | 74.70M | 74.51M | 74.37M | 73.94M | 73.84M | 73.69M | 73.68M | 73.44M | 73.57M | 72.16M | 70.42M | 67.81M | 70.07M | 67.21M | 69.32M | 72.39M | 69.28M |
| SEC Filing | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source |
Annual Balance Sheet
| Breakdown | December 31, 2023 | December 31, 2022 | December 31, 2021 | December 31, 2020 | December 31, 2019 |
|---|---|---|---|---|---|
| Cash and Cash Equivalents | $232.68M | $123.27M | $76.71M | $70.62M | $96.34M |
| Short Term Investments | $18.00M | $13.71M | $14.50M | $10.58M | $7.28M |
| Cash and Short Term Investments | $250.68M | $136.99M | $91.20M | $81.20M | $103.62M |
| Net Receivables | $23.23M | $20.35M | $15.29M | $17.49M | $13.67M |
| Inventory | $1 | $24.70M | $13.00M | $11.00M | $9.00M |
| Other Current Assets | $32.19M | $29.87M | $27.67M | $24.64M | $15.56M |
| Total Current Assets | $291.11M | $187.21M | $134.17M | $123.32M | $132.85M |
| Property Plant Equipment Net | $29.17M | $30.50M | $30.48M | $34.88M | $7.07M |
| Goodwill | $487.91M | $487.23M | $436.82M | $338.85M | $327.31M |
| Intangible Assets | $793.10M | $784.59M | $783.39M | $724.57M | $721.73M |
| Goodwill and Intangible Assets | $1.28B | $1.27B | $1.22B | $1.06B | $1.05B |
| Long Term Investments | $-138.28B | $- | $-158.93B | $-149.50B | $- |
| Tax Assets | $139.07B | $147.50B | $158.93B | $149.50B | $150.39B |
| Other Non-Current Assets | $-773.82M | $-147.48B | $2.09M | $1.97M | $-150.39B |
| Total Non-Current Assets | $1.33B | $1.32B | $1.25B | $1.10B | $1.06B |
| Other Assets | $- | $- | $- | $- | $- |
| Total Assets | $1.62B | $1.50B | $1.39B | $1.22B | $1.19B |
| Account Payables | $288.00K | $4.62M | $2.61M | $2.20M | $4.68M |
| Short Term Debt | $4.52M | $10.61M | $4.22M | $4.09M | $- |
| Tax Payables | $- | $- | $- | $- | $- |
| Deferred Revenue | $-4.52M | $147.50B | $- | $-4.09M | $- |
| Other Current Liabilities | $71.03M | $58.59M | $52.03M | $39.60M | $36.89M |
| Total Current Liabilities | $75.84M | $73.82M | $58.86M | $45.89M | $41.58M |
| Long Term Debt | $119.84M | $140.06M | $143.32M | $106.82M | $121.69M |
| Deferred Revenue Non-Current | $26.30M | $1.18M | $1.60M | $2.31M | $3.08M |
| Deferred Tax Liabilities Non-Current | $139.07M | $147.50M | $158.93M | $149.50M | $150.39M |
| Other Non-Current Liabilities | $18.43M | $14.01M | $14.87M | $14.00M | $166.83M |
| Total Non-Current Liabilities | $277.34M | $302.74M | $318.71M | $272.62M | $288.52M |
| Other Liabilities | $- | $- | $- | $- | $- |
| Total Liabilities | $353.18M | $376.56M | $377.58M | $318.51M | $330.10M |
| Preferred Stock | $- | $- | $- | $- | $- |
| Common Stock | $74.00K | $74.00K | $74.00K | $72.00K | $72.00K |
| Retained Earnings | $306.62M | $183.50M | $80.24M | $54.57M | $62.38M |
| Accumulated Other Comprehensive Income Loss | $-14.00K | $-157.00K | $-0 | $0 | $0 |
| Other Total Stockholders Equity | $960.70M | $942.95M | $929.07M | $850.43M | $796.41M |
| Total Stockholders Equity | $1.27B | $1.13B | $1.01B | $905.07M | $858.86M |
| Total Equity | $1.27B | $1.13B | $1.01B | $905.07M | $858.86M |
| Total Liabilities and Stockholders Equity | $1.62B | $1.50B | $1.39B | $1.22B | $1.19B |
| Minority Interest | $- | $- | $- | $- | $- |
| Total Liabilities and Total Equity | $1.62B | $1.50B | $1.39B | $1.22B | $1.19B |
| Total Investments | $18.00M | $13.71M | $14.50M | $10.58M | $7.28M |
| Total Debt | $119.84M | $150.67M | $143.32M | $106.82M | $121.69M |
| Net Debt | $-112.84M | $27.40M | $66.61M | $36.20M | $25.35M |
Balance Sheet Charts
| Breakdown | June 30, 2024 | March 31, 2024 | December 31, 2023 | September 30, 2023 | June 30, 2023 | March 31, 2023 | December 31, 2022 | September 30, 2022 | June 30, 2022 | March 31, 2022 | December 31, 2021 | September 30, 2021 | June 30, 2021 | March 31, 2021 | December 31, 2020 | September 30, 2020 | June 30, 2020 | March 31, 2020 | December 31, 2019 | September 30, 2019 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash and Cash Equivalents | $205.68M | $262.63M | $232.68M | $214.75M | $172.82M | $123.47M | $123.27M | $137.21M | $116.54M | $98.72M | $76.71M | $50.45M | $179.76M | $75.83M | $70.62M | $109.32M | $93.58M | $80.16M | $96.34M | $83.24M |
| Short Term Investments | $21.50M | $20.57M | $18.00M | $16.29M | $16.39M | $15.22M | $13.71M | $12.92M | $13.22M | $14.46M | $14.50M | $13.87M | $13.50M | $12.26M | $10.58M | $9.05M | $8.22M | $6.89M | $7.28M | $373.00K |
| Cash and Short Term Investments | $227.18M | $283.20M | $250.68M | $231.05M | $189.21M | $138.69M | $136.99M | $150.13M | $129.76M | $113.18M | $91.20M | $64.32M | $193.25M | $88.09M | $81.20M | $118.37M | $101.81M | $87.05M | $103.62M | $83.61M |
| Net Receivables | $31.34M | $23.16M | $23.23M | $20.46M | $20.48M | $21.97M | $20.35M | $25.41M | $20.13M | $9.07M | $15.29M | $20.93M | $20.72M | $25.64M | $17.49M | $22.85M | $10.72M | $18.08M | $13.67M | $11.54M |
| Inventory | $- | $- | $1 | $14.00M | $14.00M | $13.00M | $24.70M | $18.97M | $21.06M | $21.18M | $13.00M | $17.82M | $11.00M | $11.00M | $11.00M | $9.12M | $8.50M | $8.50M | $9.00M | $7.50M |
| Other Current Assets | $32.30M | $30.73M | $32.19M | $27.09M | $30.53M | $29.51M | $29.87M | $24.29M | $26.25M | $26.70M | $27.67M | $11.30M | $23.93M | $24.09M | $24.64M | $19.14M | $20.19M | $12.13M | $15.56M | $6.57M |
| Total Current Assets | $274.81M | $322.09M | $291.11M | $278.60M | $240.23M | $190.16M | $187.21M | $199.83M | $176.14M | $148.95M | $134.17M | $108.56M | $237.90M | $137.82M | $123.32M | $160.36M | $132.72M | $125.76M | $132.85M | $109.21M |
| Property Plant Equipment Net | $30.83M | $28.45M | $29.17M | $29.30M | $28.92M | $30.47M | $30.50M | $30.30M | $30.49M | $29.15M | $30.48M | $31.10M | $31.44M | $32.70M | $34.88M | $35.95M | $38.42M | $39.89M | $7.07M | $7.10M |
| Goodwill | $487.91M | $487.91M | $487.91M | $487.35M | $487.29M | $487.21M | $487.23M | $437.15M | $437.15M | $436.82M | $436.82M | $440.76M | $338.85M | $338.85M | $338.85M | $338.85M | $338.85M | $338.62M | $327.31M | $325.38M |
| Intangible Assets | $797.47M | $794.64M | $793.10M | $792.36M | $789.72M | $786.79M | $784.59M | $788.29M | $786.72M | $784.65M | $783.39M | $778.62M | $723.50M | $723.68M | $724.57M | $725.86M | $727.22M | $729.46M | $721.73M | $723.86M |
| Goodwill and Intangible Assets | $1.29B | $1.28B | $1.28B | $1.28B | $1.28B | $1.27B | $1.27B | $1.23B | $1.22B | $1.22B | $1.22B | $1.22B | $1.06B | $1.06B | $1.06B | $1.06B | $1.07B | $1.07B | $1.05B | $1.05B |
| Long Term Investments | $-20.50M | $-25.95M | $-30.12M | $-147.50M | $-147.50M | $- | $-45.92M | $8.60M | $- | $-158.93M | $-158.93B | $-159.47M | $-149.73M | $-149.50M | $- | $- | $- | $- | $- | $- |
| Tax Assets | $139.07M | $139.07M | $139.07M | $147.50M | $147.50M | $147.50M | $45.92M | $159.26M | $159.26M | $158.93M | $158.93B | $159.47M | $149.73M | $149.50M | $- | $150.79M | $150.79M | $150.72M | $150.39B | $146.84M |
| Other Non-Current Assets | $-92.19M | $-89.39M | $-89.68M | $17.72M | $17.67M | $-134.11M | $13.42M | $-156.22M | $-156.15M | $3.18M | $2.09M | $2.15M | $2.20M | $2.29M | $1.97M | $-150.79M | $-150.79M | $-150.72M | $-150.39B | $-146.84M |
| Total Non-Current Assets | $1.34B | $1.33B | $1.33B | $1.33B | $1.32B | $1.32B | $1.32B | $1.27B | $1.26B | $1.25B | $1.25B | $1.25B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.11B | $1.06B | $1.06B |
| Other Assets | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
| Total Assets | $1.62B | $1.66B | $1.62B | $1.61B | $1.56B | $1.51B | $1.50B | $1.47B | $1.43B | $1.40B | $1.39B | $1.36B | $1.33B | $1.24B | $1.22B | $1.26B | $1.24B | $1.23B | $1.19B | $1.17B |
| Account Payables | $645.00K | $278.00K | $288.00K | $1.78M | $1.76M | $2.46M | $4.62M | $1.64M | $2.25M | $2.38M | $2.61M | $1.02M | $2.45M | $1.43M | $2.20M | $929.00K | $297.00K | $600.00K | $4.68M | $486.00K |
| Short Term Debt | $5.22M | $4.61M | $4.52M | $4.59M | $4.75M | $4.65M | $10.61M | $4.41M | $4.04M | $4.30M | $4.22M | $4.13M | $3.82M | $2.67M | $4.09M | $- | $- | $- | $- | $- |
| Tax Payables | $- | $8.54M | $- | $25.75M | $13.80M | $5.58M | $- | $- | $- | $397.00K | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
| Deferred Revenue | $- | $8.54M | $-4.52M | $-4.59M | $-4.75M | $- | $147.50B | $- | $159.26M | $- | $1.71M | $- | $1.45M | $1.36M | $149.50B | $- | $- | $- | $- | $- |
| Other Current Liabilities | $78.14M | $55.82M | $71.03M | $60.87M | $73.89M | $62.27M | $58.59M | $47.71M | $46.27M | $41.71M | $52.03M | $43.60M | $34.16M | $29.93M | $39.60M | $37.81M | $34.21M | $34.77M | $36.89M | $39.00M |
| Total Current Liabilities | $84.00M | $69.25M | $75.84M | $92.99M | $94.20M | $74.97M | $73.82M | $53.76M | $52.56M | $48.79M | $58.86M | $48.75M | $40.43M | $34.04M | $45.89M | $38.74M | $34.50M | $35.37M | $41.58M | $39.49M |
| Long Term Debt | $54.74M | $118.45M | $119.84M | $148.60M | $120.59M | $150.23M | $140.06M | $171.04M | $171.94M | $170.91M | $143.32M | $173.58M | $209.45M | $134.95M | $106.82M | $187.61M | $193.01M | $194.99M | $121.69M | $121.64M |
| Deferred Revenue Non-Current | $- | $24.89M | $26.30M | $- | $- | $794.00K | $1.18M | $1.45M | $1.53M | $1.65M | $1.60M | $1.61M | $2.17M | $2.23M | $2.31M | $2.39M | $2.49M | $2.81M | $3.08M | $3.07M |
| Deferred Tax Liabilities Non-Current | $139.07M | $139.07M | $139.07M | $147.50M | $147.50M | $147.50M | $147.50M | $159.26M | $159.26M | $158.93M | $158.93M | $159.47M | $149.73M | $149.50M | $149.50M | $150.79M | $150.79M | $150.72M | $150.39M | $146.84M |
| Other Non-Current Liabilities | $-6.07M | $20.54M | $18.43M | $-10.87M | $17.11M | $-12.89M | $14.01M | $-15.45M | $-14.80M | $-12.28M | $14.87M | $-13.71M | $-14.13M | $-14.96M | $14.00M | $-19.67M | $-23.02M | $-24.93M | $166.83M | $6.87M |
| Total Non-Current Liabilities | $187.75M | $278.06M | $277.34M | $285.22M | $285.20M | $285.63M | $302.74M | $316.30M | $317.93M | $319.22M | $318.71M | $320.95M | $347.21M | $271.72M | $272.62M | $321.12M | $323.27M | $323.58M | $288.52M | $278.42M |
| Other Liabilities | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
| Total Liabilities | $271.75M | $347.31M | $353.18M | $378.21M | $379.40M | $360.60M | $376.56M | $370.06M | $370.49M | $368.01M | $377.58M | $369.70M | $387.64M | $305.75M | $318.51M | $359.87M | $357.77M | $358.95M | $330.10M | $317.91M |
| Preferred Stock | $- | $- | $- | $- | $- | $- | $- | $- | $0 | $- | $- | $- | $- | $- | $- | $- | $- | $0 | $- | $- |
| Common Stock | $75.00K | $74.00K | $74.00K | $74.00K | $74.00K | $74.00K | $74.00K | $74.00K | $74.00K | $74.00K | $74.00K | $74.00K | $73.00K | $72.00K | $72.00K | $72.00K | $72.00K | $72.00K | $72.00K | $72.00K |
| Retained Earnings | $376.90M | $344.59M | $306.62M | $271.99M | $233.60M | $200.72M | $183.50M | $157.91M | $127.80M | $102.46M | $80.24M | $67.89M | $55.64M | $45.66M | $54.57M | $64.44M | $55.84M | $65.12M | $62.38M | $65.12M |
| Accumulated Other Comprehensive Income Loss | $-14.00K | $-14.00K | $-14.00K | $-157.00K | $-157.00K | $-157.00K | $-157.00K | $-0 | $-0 | $0 | $-0 | $0 | $0 | $0 | $0 | $0 | $-0 | $-0 | $0 | $0 |
| Other Total Stockholders Equity | $968.70M | $964.87M | $960.70M | $955.21M | $950.92M | $946.77M | $942.95M | $939.17M | $935.24M | $932.21M | $929.07M | $923.51M | $890.53M | $883.86M | $850.43M | $836.63M | $823.53M | $809.59M | $796.41M | $782.44M |
| Total Stockholders Equity | $1.35B | $1.31B | $1.27B | $1.23B | $1.18B | $1.15B | $1.13B | $1.10B | $1.06B | $1.03B | $1.01B | $991.48M | $946.25M | $929.59M | $905.07M | $901.14M | $879.44M | $874.78M | $858.86M | $847.63M |
| Total Equity | $1.35B | $1.31B | $1.27B | $1.23B | $1.18B | $1.15B | $1.13B | $1.10B | $1.06B | $1.03B | $1.01B | $991.48M | $946.25M | $929.59M | $905.07M | $901.14M | $879.44M | $874.78M | $858.86M | $847.63M |
| Total Liabilities and Stockholders Equity | $1.62B | $1.66B | $1.62B | $1.61B | $1.56B | $1.51B | $1.50B | $1.47B | $1.43B | $1.40B | $1.39B | $1.36B | $1.33B | $1.24B | $1.22B | $1.26B | $1.24B | $1.23B | $1.19B | $1.17B |
| Minority Interest | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
| Total Liabilities and Total Equity | $1.62B | $1.66B | $1.62B | $1.61B | $1.56B | $1.51B | $1.50B | $1.47B | $1.43B | $1.40B | $1.39B | $1.36B | $1.33B | $1.24B | $1.22B | $1.26B | $1.24B | $1.23B | $1.19B | $1.17B |
| Total Investments | $21.50M | $20.57M | $18.00M | $16.29M | $16.39M | $15.22M | $13.71M | $12.92M | $13.22M | $14.46M | $14.50M | $13.87M | $13.50M | $12.26M | $10.58M | $9.05M | $8.22M | $6.89M | $7.28M | $373.00K |
| Total Debt | $32.59M | $123.06M | $119.84M | $121.06M | $120.59M | $121.85M | $150.67M | $152.88M | $153.73M | $154.24M | $143.32M | $148.42M | $179.72M | $104.98M | $106.82M | $154.77M | $157.43M | $158.38M | $121.69M | $121.64M |
| Net Debt | $-173.09M | $-139.57M | $-112.84M | $-93.70M | $-52.23M | $-1.61M | $27.40M | $15.67M | $37.19M | $55.52M | $66.61M | $97.97M | $-31.00K | $29.14M | $36.20M | $45.45M | $63.84M | $78.22M | $25.35M | $38.41M |
Annual Cash Flow
| Breakdown | December 31, 2023 | December 31, 2022 | December 31, 2021 | December 31, 2020 | December 31, 2019 |
|---|---|---|---|---|---|
| Net Income | $123.12M | $103.26M | $25.67M | $-7.81M | $-420.00K |
| Depreciation and Amortization | $35.54M | $31.15M | $37.93M | $35.13M | $30.36M |
| Deferred Income Tax | $-9.13M | $-6.67M | $-1.56M | $-706.00K | $1.50M |
| Stock Based Compensation | $16.39M | $13.88M | $53.64M | $53.84M | $36.20M |
| Change in Working Capital | $9.00M | $-1.98M | $12.60M | $-8.35M | $-14.55M |
| Accounts Receivables | $-1.25M | $-10.72M | $163.00K | $1.52M | $-727.00K |
| Inventory | $- | $- | $- | $7.53B | $-1.85M |
| Accounts Payables | $7.01M | $-252.00K | $7.45M | $-7.53B | $-8.89M |
| Other Working Capital | $3.25M | $8.99M | $4.99M | $-9.88M | $-3.08M |
| Other Non Cash Items | $-249.00K | $671.00K | $700.00K | $4.86M | $525.00K |
| Net Cash Provided by Operating Activities | $174.67M | $140.30M | $128.98M | $76.95M | $53.61M |
| Investments in Property Plant and Equipment | $-44.33M | $-39.06M | $-34.65M | $-29.07M | $-22.50M |
| Acquisitions Net | $-3.00M | $-43.86M | $-124.16M | $-18.56M | $-35.91M |
| Purchases of Investments | $-7.76M | $-2.69M | $-3.00M | $-2.38M | $-41.00K |
| Sales Maturities of Investments | $456.00K | $918.00K | $833.00K | $40.00K | $82.00K |
| Other Investing Activities | $-5.43M | $-10.30M | $-35.32M | $-28.51M | $-82.00K |
| Net Cash Used for Investing Activities | $-54.63M | $-94.99M | $-160.98M | $-49.97M | $-58.44M |
| Debt Repayment | $-25.00M | $1.26M | $40.00M | $-50.73M | $-126.25M |
| Common Stock Issued | $1.37M | $- | $95.00K | $187.00K | $124.07M |
| Common Stock Repurchased | $- | $- | $- | $- | $- |
| Dividends Paid | $- | $- | $- | $- | $- |
| Other Financing Activities | $1.37M | $- | $95.00K | $32.00K | $- |
| Net Cash Used Provided by Financing Activities | $-23.63M | $1.26M | $40.09M | $-50.70M | $-2.18M |
| Effect of Forex Changes on Cash | $- | $- | $- | $- | $- |
| Net Change in Cash | $96.41M | $46.57M | $8.09M | $-23.72M | $-7.01M |
| Cash at End of Period | $232.68M | $136.27M | $89.71M | $81.62M | $105.34M |
| Cash at Beginning of Period | $136.27M | $89.71M | $81.62M | $105.34M | $112.35M |
| Operating Cash Flow | $174.67M | $140.30M | $128.98M | $76.95M | $53.61M |
| Capital Expenditure | $-44.33M | $-39.06M | $-34.65M | $-29.07M | $-22.50M |
| Free Cash Flow | $130.35M | $101.24M | $94.33M | $47.88M | $31.12M |
Cash Flow Charts
| Breakdown | June 30, 2024 | March 31, 2024 | December 31, 2023 | September 30, 2023 | June 30, 2023 | March 31, 2023 | December 31, 2022 | September 30, 2022 | June 30, 2022 | March 31, 2022 | December 31, 2021 | September 30, 2021 | June 30, 2021 | March 31, 2021 | December 31, 2020 | September 30, 2020 | June 30, 2020 | March 31, 2020 | December 31, 2019 | September 30, 2019 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income | $32.31M | $37.96M | $34.63M | $38.38M | $32.88M | $17.22M | $25.59M | $30.11M | $25.34M | $22.22M | $12.35M | $12.25M | $9.99M | $-8.92M | $-9.87M | $8.60M | $-9.28M | $2.74M | $-2.74M | $-3.73M |
| Depreciation and Amortization | $10.30M | $9.92M | $9.47M | $8.96M | $8.68M | $8.43M | $8.01M | $7.96M | $7.71M | $7.47M | $8.08M | $10.65M | $9.73M | $9.47M | $9.30M | $8.67M | $8.75M | $8.41M | $8.32M | $7.52M |
| Deferred Income Tax | $255.00K | $- | $-9.13M | $- | $- | $- | $-6.67M | $- | $-130.00K | $130.00K | $-1.78M | $- | $226.00K | $- | $-1.30M | $4.63M | $71.00K | $522.00K | $1.32M | $153.00K |
| Stock Based Compensation | $3.83M | $4.17M | $4.13M | $4.29M | $4.15M | $3.82M | $3.78M | $3.92M | $3.03M | $3.14M | $5.56M | $7.97M | $6.68M | $33.43M | $13.80M | $12.92M | $13.93M | $13.19M | $14.11M | $11.64M |
| Change in Working Capital | $5.48M | $-4.48M | $-23.69M | $2.45M | $20.68M | $9.57M | $14.06M | $-1.86M | $-6.43M | $-7.75M | $10.71M | $9.57M | $11.83M | $-19.52M | $8.60M | $-7.97M | $6.70M | $-15.68M | $-18.00K | $9.34M |
| Accounts Receivables | $1.61M | $-1.82M | $-855.00K | $-16.00K | $621.00K | $-1.48M | $-3.38M | $-4.19M | $-3.01M | $-137.00K | $757.00K | $-641.00K | $757.00K | $-710.00K | $-1.33M | $1.52M | $- | $- | $-112.00K | $- |
| Inventory | $- | $- | $-6.89M | $4.80M | $2.10M | $- | $- | $- | $- | $- | $46.00K | $- | $- | $- | $7.52B | $2.20M | $- | $- | $-77.00K | $- |
| Accounts Payables | $21.87M | $-15.58M | $7.68M | $-14.29M | $9.74M | $3.87M | $12.41M | $572.00K | $3.67M | $-16.91M | $7.44M | $5.23M | $5.81M | $-11.03M | $-7.52B | $1.91M | $-2.16M | $-12.91M | $2.08M | $6.70M |
| Other Working Capital | $-18.00M | $12.92M | $-30.52M | $11.96M | $8.22M | $7.18M | $5.03M | $1.76M | $-7.09M | $9.29M | $2.47M | $4.98M | $5.26M | $-7.78M | $11.40M | $-13.61M | $8.87M | $-2.77M | $-1.91M | $2.63M |
| Other Non Cash Items | $1.03M | $41.26M | $-157.00K | $-139.00K | $-36.00K | $83.00K | $-66.00K | $200.00K | $328.00K | $339.00K | $160.00K | $170.00K | $180.00K | $190.00K | $2.02M | $-1.96M | $80.00K | $78.00K | $47.00K | $131.00K |
| Net Cash Provided by Operating Activities | $52.02M | $47.41M | $15.24M | $53.95M | $66.35M | $39.13M | $44.70M | $40.33M | $29.85M | $25.42M | $35.08M | $40.62M | $38.63M | $14.66M | $22.55M | $24.89M | $20.25M | $9.25M | $21.05M | $25.06M |
| Investments in Property Plant and Equipment | $-12.93M | $-11.90M | $-11.30M | $-11.64M | $-11.21M | $-10.17M | $-11.57M | $-9.09M | $-9.96M | $-8.44M | $-7.98M | $-9.27M | $-9.16M | $-8.23M | $-8.03M | $-8.33M | $-6.20M | $-6.51M | $-6.17M | $-5.67M |
| Acquisitions Net | $- | $- | $15.04M | $10.95M | $10.97M | $-3.00M | $-43.86M | $- | $- | $8.08M | $76.00K | $-124.24M | $8.97M | $8.00M | $18.56M | $6.75M | $-157.00K | $-18.40M | $-117.00K | $117.00K |
| Purchases of Investments | $-537.00K | $-1.56M | $-5.83M | $-408.00K | $-704.00K | $-824.00K | $-481.00K | $-431.00K | $-500.00K | $-1.28M | $-569.00K | $-508.00K | $-564.00K | $-1.36M | $-488.00K | $-399.00K | $-483.00K | $-1.01M | $-17.00K | $-3.00K |
| Sales Maturities of Investments | $- | $179.00K | $167.00K | $32.00K | $191.00K | $66.00K | $534.00K | $23.00K | $- | $361.00K | $660.00K | $-1.00K | $23.00K | $151.00K | $28.00K | $7.00K | $5.91M | $6.09M | $82.00M | $5.17M |
| Other Investing Activities | $-1.75M | $-4.18M | $-10.76M | $-10.95M | $-15.24M | $-10.71M | $-1.70M | $-8.60M | $-9.60M | $-8.08M | $-7.04M | $-9.55M | $-8.97M | $-8.00M | $-18.56M | $-6.75M | $-5.90M | $-6.09M | $-82.00M | $-5.17M |
| Net Cash Used for Investing Activities | $-15.21M | $-17.47M | $-12.69M | $-12.01M | $-16.00M | $-13.93M | $-57.08M | $-18.09M | $-10.46M | $-9.36M | $-7.82M | $-134.02M | $-9.70M | $-9.45M | $-8.49M | $-8.72M | $-6.83M | $-25.93M | $-6.30M | $-5.56M |
| Debt Repayment | $-93.75M | $- | $- | $- | $- | $-25.00M | $-1.56M | $-1.56M | $-1.56M | $5.95M | $- | $-35.00M | $75.00M | $- | $-50.73M | $- | $- | $- | $- | $-125.00M |
| Common Stock Issued | $- | $- | $1.37M | $- | $- | $- | $- | $- | $- | $- | $95.00M | $94.00K | $- | $- | $187.00M | $- | $- | $- | $-142.00K | $- |
| Common Stock Repurchased | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
| Dividends Paid | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $-126.25M | $- |
| Other Financing Activities | $- | $- | $1.37M | $50.00M | $- | $- | $- | $- | $- | $- | $1.00K | $94.00K | $- | $- | $-155.00K | $187.00K | $- | $- | $- | $124.21M |
| Net Cash Used Provided by Financing Activities | $-93.75M | $- | $1.37M | $-50.00M | $- | $-25.00M | $-1.56M | $-1.56M | $-1.56M | $5.95M | $1.00K | $-34.91M | $75.00M | $- | $-50.89M | $187.00K | $- | $- | $-142.00K | $-790.00K |
| Effect of Forex Changes on Cash | $- | $- | $-59.70M | $59.70M | $- | $- | $- | $- | $- | $- | $-1.00K | $- | $- | $- | $- | $- | $- | $- | $- | $- |
| Net Change in Cash | $-56.94M | $29.95M | $3.93M | $41.94M | $50.35M | $194.00K | $-13.94M | $20.67M | $17.82M | $22.01M | $27.26M | $-128.31M | $103.92M | $5.21M | $-36.83M | $16.36M | $13.42M | $-16.68M | $14.61M | $18.71M |
| Cash at End of Period | $205.68M | $262.63M | $232.68M | $228.75M | $186.82M | $136.47M | $136.27M | $150.21M | $129.54M | $111.72M | $89.71M | $62.45M | $190.76M | $86.83M | $81.62M | $118.44M | $102.08M | $88.66M | $105.34M | $90.74M |
| Cash at Beginning of Period | $262.63M | $232.68M | $228.75M | $186.82M | $136.47M | $136.27M | $150.21M | $129.54M | $111.72M | $89.71M | $62.45M | $190.76M | $86.83M | $81.62M | $118.44M | $102.08M | $88.66M | $105.34M | $90.74M | $72.02M |
| Operating Cash Flow | $52.02M | $47.41M | $15.24M | $53.95M | $66.35M | $39.13M | $44.70M | $40.33M | $29.85M | $25.42M | $35.08M | $40.62M | $38.63M | $14.66M | $22.55M | $24.89M | $20.25M | $9.25M | $21.05M | $25.06M |
| Capital Expenditure | $-12.93M | $-11.90M | $-11.30M | $-11.64M | $-11.21M | $-10.17M | $-11.57M | $-9.09M | $-9.96M | $-8.44M | $-7.98M | $-9.27M | $-9.16M | $-8.23M | $-8.03M | $-8.33M | $-6.20M | $-6.51M | $-6.17M | $-5.67M |
| Free Cash Flow | $39.09M | $35.51M | $3.94M | $42.31M | $55.14M | $28.95M | $33.13M | $31.24M | $19.88M | $16.98M | $27.09M | $31.34M | $29.47M | $6.42M | $14.52M | $16.57M | $14.06M | $2.74M | $14.88M | $19.39M |
AssetMark Financial Holdings Dividends
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AssetMark Financial Holdings News
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American Creek's JV Partner Tudor Gold Intensifies Exploration Efforts by Initiating Permitting for Construction of Underground Exploration Infrastructure to Expand and Complete Drilling of Supercell One Zone at Treaty Creek, Golden Triangle of British Columbia
Cardston, Alberta--(Newsfile Corp. - January 14, 2025) - American Creek Resources Ltd. (TSXV: AMK) ("the Corporation" or "American Creek") is pleased to announce that project operator and JV partner Tudor Gold ("Tudor") has initiated the permitting process for the construction of approximately 3,000 meters of underground development to provide an exploration ramp for targeting the Supercell One Zone (SC-1) with infill and expansion drilling, at the flagship Treaty Creek Project, located in the heart of the Golden Triangle of Northwestern British Columbia.
AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services
CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning
CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark's advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum.
AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth
CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth's Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark's platform, broadening its array of investment solutions for financial advisors and their clients.
AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform
TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors
American Creek's JV Partner Tudor Gold Announces Positive Metallurgical Testing Results for the Goldstorm Deposit at Treaty Creek, Located in the Heart of the Golden Triangle, Northwestern British Columbia
Cardston, Alberta--(Newsfile Corp. - October 25, 2024) - American Creek Resources Ltd. (TSXV: AMK) ("the Corporation" or "American Creek") is pleased to announce that project operator and JV partner Tudor Gold ("Tudor") has given an update to ongoing metallurgical testwork on the Goldstorm gold, copper and silver deposit, located on the Treaty Creek Project situated within the Golden Triangle of British Columbia.
AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite
CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the expansion of its Cash Solutions suite with the addition of FDIC-insured certificates of deposit (CD Plus) and purchased Money Market Funds (MMFs). This strategic initiative enhances AssetMark's existing offerings, empowering advisors to capitalize on the estimated $8 billion share of wallet opportunity within the wealth client cash holding space, as identified by AssetMark's analysis.
Compared to Estimates, AssetMark Financial (AMK) Q2 Earnings: A Look at Key Metrics
The headline numbers for AssetMark Financial (AMK) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business
CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth , a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN).
The Schall Law Firm Initiates Investigation into Allegations Against AssetMark Financial Holdings, Inc. and Calls for Investors to Connect
LOS ANGELES, CA / ACCESSWIRE / June 4, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in AssetMark Financial Holdings, Inc. ("AssetMark" or "the Company") (NYSE:AMK) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the AssetMark board breached its fiduciary duties to shareholders.
ASSETMARK INVESTOR ALERT: Public Equity Buyout May Be Unfair To Shareholders; Block & Leviton Urges Shareholders To Contact The Firm To Understand Their Rights
AssetMark Financial Holdings, Inc. (NYSE: AMK) investigated for potential breaches of fiduciary duty. Shareholders urged to reach out to Block & Leviton.
MERGER INVESTIGATION ALERT: Kaskela Law LLC Announces Investigation of AssetMark Financial Holdings, Inc. (NYSE: AMK) Buyout and Encourages Investors to Contact the Firm
PHILADELPHIA, June 04, 2024 (GLOBE NEWSWIRE) -- Kaskela Law LLC announces that it is investigating AssetMark Financial Holdings, Inc. (NYSE: AMK) (“AssetMark”) on behalf of the company's shareholders.
AssetMark Announces 2024 Practice Excellence Award Recipients
CONCORD, Calif., June 03, 2024 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the recipients of its 2024 Practice Excellence Awards. These awards, now in their seventh year, recognize financial advisory firms that have made significant achievements in the areas of operational excellence and technology adoption at AssetMark.
CRUCIAL INVESTIGATION UPDATE: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / June 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in AssetMark Financial Holdings, Inc. ("AssetMark" or "the Company") (NYSE:AMK) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the AssetMark board breached its fiduciary duties to shareholders.
CRUCIAL INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / June 1, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in AssetMark Financial Holdings, Inc. ("AssetMark" or "the Company") (NYSE:AMK) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the AssetMark board breached its fiduciary duties to shareholders.
CRUCIAL INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / May 31, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in AssetMark Financial Holdings, Inc. ("AssetMark" or "the Company") (NYSE:AMK) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the AssetMark board breached its fiduciary duties to shareholders.
IMPORTANT SHAREHOLDER ALERT: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / May 30, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in AssetMark Financial Holdings, Inc. ("AssetMark" or "the Company") (NYSE:AMK) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the AssetMark board breached its fiduciary duties to shareholders.
ASSETMARK INVESTOR NOTICE: Kaskela Law LLC Announces Investigation of AssetMark Financial Holdings, Inc. (NYSE: AMK) and Encourages Investors to Contact the Firm
PHILADELPHIA , May 30, 2024 /PRNewswire/ -- Kaskela Law LLC announces that it is investigating AssetMark Financial Holdings, Inc. (NYSE: AMK) ("AssetMark") on behalf of the company's investors. On April 25, 2024, AssetMark announced that it had agreed to be acquired by private equity firm GTCR at a price of $35.25 per share in cash.
NOTICE OF INVESTIGATION: Kaskela Law LLC Announces Shareholder Investigation of AssetMark Financial Holdings, Inc. (NYSE: AMK) and Encourages Investors to Contact the Firm
PHILADELPHIA , May 20, 2024 /PRNewswire/ -- Shareholder protection law firm Kaskela Law LLC announces that it is investigating AssetMark Financial Holdings, Inc. (NYSE: AMK) ("AssetMark") on behalf of the company's investors. On April 25, 2024, AssetMark announced that it had agreed to be acquired by private equity firm GTCR at a price of $35.25 per share in cash.
IMPORTANT INVESTOR ALERT: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / May 19, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in AssetMark Financial Holdings, Inc. ("AssetMark" or "the Company") (NYSE:AMK) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the AssetMark board breached its fiduciary duties to shareholders.
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