AssetMark

AssetMark

About

AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship, and practice management solutions that advisors use to help clients achieve their investment objectives and life goals.

Headquarters

Concord, California

Industry

Investment Management

Financial Services and Technology

Investment Status

Realized

Strategy

Aquiline Financial Services

Aquiline Team

Richard Rosenbaum