ASSETMARK, INC.

SEC file number 801-56323 · CONCORD, CA

https://assetmark.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$65.62B

Discretionary AUM

$64.17B

Employees

709

Clients

91910

Firm

Address: 1655 GRANT STREET
CONCORD, CA 94520-2445
Phone: —
Website: https://assetmark.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 29, 2026

No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)