Investment adviser · CRD 109018
ASSETMARK, INC.
Investment adviser filing (IA)
CONCORD, CA, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $91.8B Form ADV · Item 5.F
- Client accounts
- 456,453 Accounts, not individual clients
- Employees
- 859 Reported in this filing
- Advisory professionals
- 269 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 436,288 | $62,969,089,667 | 68.6% |
| High-net-worth individuals | 11,731 | $21,846,804,089 | 23.8% |
| Retirement plans | 4,797 | $3,238,837,668 | 3.5% |
| Corporations & businesses | 1,985 | $1,957,581,896 | 2.1% |
| Charities | 1,649 | $909,720,402 | 1.0% |
| Insurance companies | Fewer than 5 | $510,042,488 | 0.6% |
| Other clients | Fewer than 5 | $328,071,810 | 0.4% |
| Investment companies | 2 | $0 | 0.0% |
Filing source
Form ADV 2132205 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1655 GRANT STREET, 10TH FLOORCONCORD, CA, 94520-2445, United States
CRD 109018
Filing source
Form ADV 2132205 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.