AssetMark Financial Holdings, Inc. (NYSE:AMK) Q1 2023 Earnings Conference Call May 3, 2023 5:00 PM ET Company Participants Taylor Hamilton - Head, IR Natalie Wolfsen - CEO Gary Zyla - EVP, Principal Accounting Officer and CFO Conference Call Participants Michael Cho - JPMorgan Jeff Schmitt - William Blair Patrick O'Shaughnessy - Raymond James Operator Good afternoon, everyone, and welcome to AssetMark's First Quarter 2023 Earnings Conference Call. Currently, all participants are in a listen-only mode. Later ...

1Q23 Earnings Presentation May 3, 2023 For general public use. Forward looking statements and non-GAAP financial measures Forward-Looking Statements Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "will," "may," "could," "should," "believe," "expect," "estimate," "potential" or "continue," the negative of these terms and other comparable terminology that conveys uncertainty of future events or outcomes. These forward-looking statements i ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38980 ASSETMARK FINANCIAL HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisd ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to ______ Commission File Number: 001-38980 ASSETMARK FINANCIAL HOLDINGS, INC. (Exact name of registrant as specified in its charter) | --- | --- | --- | --- ...

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ET Company Participants Taylor Hamilton - Head, IR Natalie Wolfsen - CEO & Director Gary Zyla - EVP, Principal Accounting Officer & CFO Conference Call Participants Gerald O'Hara - Jefferies Jeffrey Schmitt - William Blair & Company Operator Good afternoon, everyone, and welcome to AssetMark's Fourth Quarter 2022 Earnings Conference Call. [Operator Instructions]. Today's call is being recorded. Now I'd l ...

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q3 2022 Results Conference Call November 1, 2022 5:00 PM ET Company Participants Taylor Hamilton - Head, IR Natalie Wolfsen - CEO Gary Zyla - CFO Conference Call Participants Ryan Bailey - Goldman Sachs Gerald O’Hara - Jefferies Operator Good afternoon, everyone, and welcome to AssetMark’s Third Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions w ...

Start Time: 17:00 January 1, 0000 5:40 PM ET AssetMark Financial Holdings, Inc. (NYSE:AMK) Q2 2022 Earnings Conference Call August 03, 2022, 17:00 PM ET Company Participants Natalie Wolfsen - CEO Gary Zyla - EVP and CFO Taylor Hamilton - Head of IR Conference Call Participants Patrick O’Shaughnessy - Raymond James Ryan Bailey - Goldman Sachs Gerald O’Hara - Jefferies Operator Good afternoon, everyone, and welcome to AssetMark's Second Quarter 2022 Earnings Conference Call. At this time, all participants are ...