Private company

AssetMark Financial Holdings, Inc.

Last updated Oct 18, 2026.

Overview

  • IndustryInvestment Advice
  • HeadquartersDE
  • Incorporated inDE2
  • Business address1655 Grant Street, 10Th Floor, Concord, Ca 945202
  • Filer category, Emerging growth company2

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2023

17.4%Net margin3
15.8%Revenue growth, 20233
9.7%Return on equity3
0.07×Debt to equity3
$171.8MFree cash flow3

Where the money goes

Where each dollar of revenue went, fiscal 2023

  • Other costs76¢$541.0M
  • Income tax6¢$44.3M
  • Profit17¢$123.1M

Out of $708.5M in revenue.3

Where each dollar of operating cash went, fiscal 2023

  • Capital spending2¢$2.9M
  • Kept or used elsewhere98¢$171.8M

Out of $174.7M of cash from operations.3

Financial statements

Revenue45673$708.5M in 2023+140% since 2017
0$200.0M$400.0M$600.0M$800.0M2017: $295.5M$295.5M20172018: $363.6M$363.6M2018+23%2019: $417.9M$417.9M2019+15%2020: $432.1M$432.1M2020+3%2021: $530.3M$530.3M2021+23%2022: $611.7M$611.7M2022+15%2023: $708.5M$708.5M2023+16%
Net income45673$123.1M in 2023+24% since 2017
-$50.0M0$50.0M$100.0M$150.0M2017: $99.0M$99.0M20172018: $37.4M$37.4M2018−62%2019: -$420.0K-$420.0K20192020: -$7.8M-$7.8M2020+1760%2021: $25.7M$25.7M20212022: $103.3M$103.3M2022+302%2023: $123.1M$123.1M2023+19%
Fiscal year2017201820192020202120222023
Revenue$295.5M4$363.6M5$417.9M6$432.1M7$530.3M3$611.7M3$708.5M3
Income tax-$79.6M4$17.1M5$15.3M6$8.0M7$19.3M3$33.5M3$44.3M3
Net income$99.0M4$37.4M5-$420.0K6-$7.8M7$25.7M3$103.3M3$123.1M3
Earnings per share$0.575-$0.016-$0.127$0.363$1.403$1.663
Earnings per share (diluted)$0.575-$0.016-$0.127$0.353$1.403$1.653

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Former names

  • AqGen Liberty Management II, Inc.Nov 14, 2013 to Nov 14, 20132

Recent filings

  1. Sep 6, 20244
  2. Sep 6, 20244
  3. Sep 6, 20244
  4. Sep 6, 20244
  5. Sep 6, 20244
  6. Sep 6, 20244
  7. Sep 6, 20244
  8. Sep 6, 20244
  9. Sep 6, 20244
  10. Sep 6, 20244
  11. Sep 6, 20244
  12. Sep 5, 20248-K
  13. Sep 3, 20244
  14. Sep 3, 20244
  15. Aug 30, 20244

Every filing from the last three years, summarized. The full record is on SEC EDGAR.1

Sources

The numbers on this page point here. Each one links to the record it came from.

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