March AMK Report

Company Performance - AssetMark Financial Holdings, Inc. reported platform assets of $116.9 billion at the end of March 2024, representing a year-over-year increase of 21.5% [1][2] - The company experienced net flows of $833 million in March 2024, which is a 12.0% increase compared to the same month last year [1][2] - The number of households served by AssetMark increased by 5.5% year-over-year, reaching 257,162 at the end of March 2024 [1][2] Cash Metrics - AssetMark Trust Company reported client cash of $3.17 billion at the end of March 2024, reflecting a slight decrease of 0.6% year-over-year [1][2] Historical Context - As of year-end 2023, AssetMark had approximately $109 billion in platform assets, indicating significant growth leading into 2024 [3]