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AssetMark Financial Holdings (AssetMark Financial Holdings) Beginning Cash Position : $232.7 Mil (As of Mar. 2024)


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What is AssetMark Financial Holdings Beginning Cash Position?

AssetMark Financial Holdings's Beginning Cash Position for the quarter that ended in Mar. 2024 was $232.7 Mil.

AssetMark Financial Holdings's quarterly Beginning Cash Position increased from Sep. 2023 ($186.8 Mil) to Dec. 2023 ($230.1 Mil) and increased from Dec. 2023 ($230.1 Mil) to Mar. 2024 ($232.7 Mil).

AssetMark Financial Holdings's annual Beginning Cash Position increased from Dec. 2021 ($81.6 Mil) to Dec. 2022 ($89.7 Mil) and increased from Dec. 2022 ($89.7 Mil) to Dec. 2023 ($136.3 Mil).


AssetMark Financial Holdings Beginning Cash Position Historical Data

The historical data trend for AssetMark Financial Holdings's Beginning Cash Position can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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AssetMark Financial Holdings Beginning Cash Position Chart

AssetMark Financial Holdings Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Beginning Cash Position
Get a 7-Day Free Trial 112.35 105.34 81.62 89.71 136.27

AssetMark Financial Holdings Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Beginning Cash Position Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 136.27 136.47 186.82 230.12 232.68

AssetMark Financial Holdings Beginning Cash Position Calculation

Beginning Cash Position is the cash and equivalents balance at the beginning of the accounting period, as indicated on the Cash Flow statement.


AssetMark Financial Holdings Beginning Cash Position Related Terms

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AssetMark Financial Holdings (AssetMark Financial Holdings) Business Description

Traded in Other Exchanges
Address
1655 Grant Street, 10th Floor, Concord, CA, USA, 94520
AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. It provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.
Executives
Carrie E. Hansen officer: EVP, Chief Operating Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Ted F. Angus officer: EVP, General Counsel C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Mcnatt Joel David Jr officer: EVP, Investment Solutions C/O ASSETMARK FINANCIAL HOLDINGS INC., 1655 GRANT ST 10TH FLOOR, CONCORD CA 94520
Mukesh Mehta officer: EVP, Chief Information Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Michael Kim officer: EVP, Chief Client Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Natalie Grace Wolfsen officer: EVP, Chief Solutions Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Gary G. Zyla officer: EVP, Chief Financial Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Esi Minta-jacobs officer: EVP, Prgm Mgmt & HR C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Jeremiah H Chafkin officer: EVP, Chief Investment Officer C/O THE CHARLES SCHWAB CORPORATION, 120 KEARNY STREET, SAN FRANCISCO CA 94108
John Hahn officer: SVP, Finance & Reporting (PAO) C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET 10TH FLOOR, CONCORD CA 94520
Joseph M Velli director
Charles G Goldman director, officer: President and CEO C/O THE CHARLES SCHWAB CORPORATION, 120 KEARNY STREET, SAN FRANCISCO CA 94108
Lei Wang director 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Xiaoning Jiao director 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Huatai Securities Co., Ltd. 10 percent owner NO.228 MIDDLE JIANGDONG ROAD, NANJING, JIANGSU PROVINCE F4 210019

AssetMark Financial Holdings (AssetMark Financial Holdings) Headlines

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