Firm profile

ASSETMARK, INC.

CONCORD, CACRD 109018Latest ADV March 27, 2026

Assetmark, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Concord, CA. Its latest Form ADV filing, dated March 27, 2026, reports $91.8B in regulatory assets under management, 859 employees, 4 offices, and 456,453 accounts.

Assets Under Management
$91.8B
Employees
859
Offices
4 offices
Total Clients
456,452
Primary office
CONCORD, CA
1655 GRANT STREET, 10TH FLOOR, CONCORD, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOHyun M. Kim
CCOJohn H. Koval
CFOGary G. Zyla

Advisory services offered

5 types reported
Pension consulting services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 95.6% of total clients.
Top client categories% of clientsClients
1
Individuals
95.6%
436,288
2
HNWI
2.6%
11,731
3
Pension Plans
1.1%
4,797
4
Corporations
0.4%
1,985
5
Charitable
0.4%
1,649
Additional categories (<0.1%)
Investment Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
MODEL PORTFOLIOS<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$91.8Bas of March 27, 2026
Discretionary99.1%
$90.9B
99% of total RAUM99.1%
Non-discretionary0.9%
$838M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$91.8B
Total Accounts456,453
10Y AUM Change+$70.7B (+335.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees859
Clients per Employee531:1
10Y Employee Change+441 (+105.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.