Workflow
AssetMark(AMK)
icon
Search documents
AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services
GlobeNewswire· 2024-12-17 16:30
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 an ...
AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions
GlobeNewswire News Room· 2024-11-14 16:30
CONCORD, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, and Cheetah, a cloud-based trust accounting system, are proud to announce the continued success of their strategic collaboration. Since joining forces, they have delivered a unified wealth management solution that is driving growth, efficiency, and profitability for financial institutions like First State Bank (FSB), Texas’ oldest state-chartered bank. ...
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
Newsfile· 2024-10-25 11:30
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 ColumbiaOctober 25, 2024 7:30 AM EDT | Source: American Creek Resources Ltd.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 g ...
AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion
GlobeNewswire News Room· 2024-09-05 10:45
CONCORD, Calif., Sept. 05, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (“the Company”), a leading wealth management technology platform for financial advisors, today began a new era of strategic growth and expansion by announcing the closing of its acquisition by GTCR, a leading private equity firm with substantial investment expertise in financial technology, wealth, and asset management. The closing of the acquisition marks a significant milestone in AssetMark's journey and concludes a suc ...
July AMK Report
GlobeNewswire News Room· 2024-08-12 20:30
CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of July 2024 include: Platform assets of $122.2 billion at the end of July, up 18.4% year-over-year. Morningstar Wealth TAMP assets are not included in our total as the deal has been signed, but is not closed. Net flows were $437 million in the month of July, down 19.1% year-over-year.AssetMark Trust Company client cash was $ ...
AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite
GlobeNewswire News Room· 2024-08-12 20:15
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 ident ...
AssetMark(AMK) - 2024 Q2 - Quarterly Report
2024-08-06 20:38
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.001 per share AMK New York Stock Exchange FORM 10-Q _______________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECT ...
Compared to Estimates, AssetMark Financial (AMK) Q2 Earnings: A Look at Key Metrics
ZACKS· 2024-07-18 23:31
For the quarter ended June 2024, AssetMark Financial (AMK) reported revenue of $198.49 million, up 8.3% over the same period last year. EPS came in at $0.66, compared to $0.55 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $193.28 million, representing a surprise of +2.70%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.66.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...
AssetMark Financial (AMK) Q2 Earnings Match Estimates
ZACKS· 2024-07-18 22:35
AssetMark Financial (AMK) came out with quarterly earnings of $0.66 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this financial services company would post earnings of $0.61 per share when it actually produced earnings of $0.60, delivering a surprise of -1.64%.Over the last four quarters, the company has surpassed consensus EPS estimates two times.AssetMark ...
AssetMark(AMK) - 2024 Q2 - Quarterly Results
2024-07-18 21:04
EXHIBIT 99.1 AssetMark Reports $119.4B Platform Assets for Second Quarter 2024 CONCORD, Calif., July 18, 2024, (GLOBE NEWSWIRE) — AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2024. Second Quarter 2024 Financial and Operational Highlights • Net income for the quarter was $32.3 million, or $0.43 per share. • Adjusted net income for the quarter was $49.8 million, or $0.66 per share, on total revenue of $198.5 million. • Adjusted EBITDA for the ...