Market research
AMK AssetMark Financial Holdings Inc
NYSE USD Financial Services
Latest close
As of 29 Dec 2024
Test a moving-average rule with historical data.
Market facts
- Market cap
- 3B
- P/E ratio
- 18.35
- Analyst target
- 36.4
- Dividend yield
- Not available
- Beta
- 1.1
Profile
Instrument facts
- Exchange
- NYSE
- Currency
- USD
- Sector
- Financial Services
- Industry
- Asset Management
- ISIN
- Not available
- Market cap
- 3B
- P/E ratio
- 18.35
- Analyst target
- 36.4
- Dividend yield
- Not available
- Beta
- 1.1
About
About AssetMark Financial Holdings Inc
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Research context
AssetMark Financial Holdings Inc appears in PyInvesting’s US Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- USD
- Sector
- Financial Services
- Industry
- Asset Management
These are the latest stored catalogue classifications, not a historical classification snapshot. An issuer description, classification effective date or currency may be unavailable. Check the issuer’s own disclosures and the observation dates before using these fields for research.
Review backtest assumptions and evidence before treating a chart or stored history as a research result.
Community
Investor discussion
1 comment
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5 years, 6 months ago
AssetMark Financial Holdings, Inc is currently in a long term uptrend where the price is trading 6.2% above its 200 day moving average.
From a valuation standpoint, the stock is 59.2% cheaper than other stocks from the Financial Services sector with a price to sales ratio of 3.7.
AssetMark Financial Holdings, Inc's total revenue sank by 0.1% to $111M since the same quarter in the previous year.
Its net income has dropped by 260.0% to $-10M since the same quarter in the previous year.
Finally, its free cash flow fell by 0.2% to $22M since the same quarter in the previous year.
Based on the above factors, AssetMark Financial Holdings, Inc gets an overall score of 2/5.