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ASSETMARK, INC.

SEC Form ADV profile.

Total regulatory AUM
$91,760,148,020
Discretionary
$90,922,033,722
Non-discretionary
$838,114,298

Firm details

CRD number
109018
SEC file number
801-56323
Main office
CONCORD, CA, United States
Employees
859
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.