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ASSETMARK, INC.
CRD 109018File 801-56323
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$91.76B
Top 10% of cohort (national)
Discretionary AUM
$90.92B
Non-discretionary $838.1M
Clients
456,452
456,453 accounts
Employees
859
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 8, 1999
- Principal office
- 1655 GRANT STREET, 10TH FLOOR, CONCORD, CA, 94520-2445
- Phone
- 800-664-5345
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $91.76B
- Discretionary AUM
- $90.92B
- Non-discretionary AUM
- $838.1M
- Discretionary accounts
- 456,450
- Non-discretionary accounts
- 3
- Total accounts
- 456,453
- AUM per client
- $201K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,985 | $1.96B |
| Insurance companies | Fewer than 5 | $510.0M |
| Investment companies | 2 | $0 |
| Charitable organizations | 1,649 | $909.7M |
| High net worth individuals | 11,731 | $21.85B |
| Pension and profit sharing plans | 4,797 | $3.24B |
| Individuals (other than high net worth individuals) | 436,288 | $62.97B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.