Loading
AF
AssetMark Financial Holdings, Inc. Stock: price and insider trades · United States
AssetMark Financial Holdings, Inc.: what insiders have been doing
AssetMark Financial Holdings, Inc. is a Finance & Banking company. Its directors and officers file their transactions with SEC (Form 4). AssetMark Financial Holdings, Inc. has had no insider filing for more than a year; the last one goes back to 6 September 2024.
Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
130
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€2B
52 ops. · all time
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2023FY ended December 2023 · cache
Income statement
RevenueUS$610M
Net incomeUS$106M17.4% margin
Last declaration on 6 September 2024
Declarations130 total
28,585 shares@ US$35.2577.6% of flowCommon StockSEC:0001591587-24-000082:0
355,794 shares@ US$35.2592.4% of flowCommon StockSEC:0001591587-24-000077:0
182,165 shares0Common StockSEC:0001591587-24-000081:0
89,895 shares@ US$35.2548.0% of flowCommon StockSEC:0001591587-24-000078:0
26,525 shares@ US$35.25100.0% of flowCommon StockSEC:0001591587-24-000075:0
91,533 shares@ US$35.2581.6% of flowCommon StockSEC:0001591587-24-000080:0
59,049 shares@ US$35.25100.0% of flowCommon StockSEC:0001591587-24-000076:0
66,766 shares@ US$35.2589.5% of flowCommon StockSEC:0001591587-24-000083:0
107,851 shares@ US$35.2576.5% of flowCommon StockSEC:0001591587-24-000079:0
50,873,799 shares@ US$35.25100.0% of flowCommon StockSEC:0001591587-24-000084:0
1,024 shares0Common StockSEC:0001591587-24-000057:0
7,124 shares0Common StockSEC:0001591587-24-000057:2
38,313 shares0Common StockSEC:0001591587-24-000059:1
3,077 shares0Common StockSEC:0001591587-24-000059:2
3,077 shares0Common StockSEC:0001591587-24-000059:3
34,731 shares0Common StockSEC:0001591587-24-000059:4
34,731 shares0Common StockSEC:0001591587-24-000059:5
1,024 shares0Common StockSEC:0001591587-24-000057:1
38,313 shares0Common StockSEC:0001591587-24-000059:0
42,906 shares0Common StockSEC:0001591587-24-000055:0
143 shares0Common StockSEC:0001591587-24-000053:0
262,451 shares0Common StockSEC:0001591587-24-000051:0
13,974 shares0Common StockSEC:0001591587-24-000047:0
2,900 shares0Common StockSEC:0001591587-24-000045:0
1,159 shares0Common StockSEC:0001591587-24-000041:0
25 of 130 declarations
About AssetMark Financial Holdings, Inc.
AssetMark Financial Holdings, Inc. (ticker: AMK) is a U.S.-based wealth management and financial technology company that traded on the NYSE in the United States (United States). The company has built its franchise around serving independent financial advisors with an integrated platform that combines investment solutions, advisor technology, and high-touch service. Founded in 1996 and headquartered in Concord, California, AssetMark has long positioned itself as a solutions provider that helps advisors scale their practices, improve client outcomes, and manage operations more efficiently. ([assetmark.com](https://www.assetmark.com/about/))
AssetMark’s core business sits at the intersection of asset management, advisor technology, and outsourced practice support. Its platform is designed to help financial advisors create and manage customized client portfolios, report and analyze performance, and access curated investment and consulting solutions. The company’s product set includes digital workflow tools, investment management capabilities, transition support, retirement services, self-directed brokerage accounts, direct indexing, and other planning-oriented solutions. In practice, AssetMark aims to provide an end-to-end ecosystem that can replace or augment capabilities that would otherwise require significant time, capital, and internal staffing from an advisory firm. ([assetmark.com](https://www.assetmark.com/about/))
Read moreShow less
From a competitive standpoint, AssetMark is best understood as a scaled platform player in the advisor outsourcing and wealth-tech market. Its differentiation has historically come from the combination of technology, curated investment architecture, and service intensity rather than from a pure product shelf. The company reports serving more than 10,000 financial advisors and over 300,000 investor households, with more than $160 billion in platform assets under management as of December 31, 2025. That scale matters because it supports recurring relationships, operating leverage, and a relatively sticky advisor base. AssetMark also maintains a national U.S. footprint, with offices in Concord, Phoenix, Chicago, Charlotte, and Atlanta. ([assetmark.com](https://www.assetmark.com/about/))
A major recent development was the April 2024 announcement that AssetMark signed a definitive agreement to be acquired by GTCR for $35.25 per share in cash, implying an equity value of about $2.7 billion. The release stated that the transaction had been approved by the board and majority stockholder consent and was expected to close in Q4 2024, after which the common stock would no longer be listed on any public market. For investors analyzing AMK, this is a key point: the name remains relevant as a public-market reference, but the strategic narrative is now shaped by M&A and ownership transition rather than standalone listed-company execution. ([assetmark.com](https://www.assetmark.com/hubfs/Press%20Releases/Press%20Release_AMK%20GTCR_04.24.2024_FINAL.pdf?hsLang=en))
