February AMK Report

Company Performance - AssetMark Financial Holdings, Inc. reported platform assets of $113.3 billion at the end of February 2024, representing a year-over-year increase of 20.1% [1][2] - The company experienced net flows of $577 million in February 2024, which is a 6.9% increase compared to the same month last year [1][2] - The number of households served by AssetMark increased by 5.4% year-over-year, reaching 255,908 at the end of February 2024 [1][2] Cash Metrics - AssetMark Trust Company reported client cash of $2.89 billion, reflecting a decrease of 13.0% year-over-year [1][2] Historical Data - The platform assets have shown consistent growth over the past year, increasing from $94.3 billion in February 2023 to $113.3 billion in February 2024 [2] - Net flows have fluctuated, with February 2023 recording $540 million and February 2024 showing an increase to $577 million [2] - The number of households has steadily increased from 242,826 in February 2023 to 255,908 in February 2024 [2]