AssetMark: Detailed Company Information & Corporate Profile
Summary
Founded in 1996, AssetMark operates as a subsidiary headquartered in Concord, California, within the San Francisco Bay Area. With a workforce of between 1,000 and 5,000 employees, the company reports annual revenues ranging from $500 million to $1 billion, reflecting its significant footprint in the finance sector.
Key executives include Vice President James Lastoskie of Wealth Solutions, Chairman and Group CEO Lou Maiuri, and other senior leaders such as Kevin Kraus (RIA Strategy & Growth), Andrew Peterson (Product Engineering), Jen Gloss (Business Consultant), Anne Walker (PMO Center of Excellence), Jose Gallegos (Investment Platform Management), and Laura Lee (Analytics Engineering). These leaders drive strategy across product development, analytics, investment platforms, trust services, and client growth initiatives.
AssetMark’s business activities fall under the Standard Industrial Classification codes 6282 (Financial Services) and 6199 (Other Financial Services), underscoring its diverse financial service offerings.
| AssetMark Website | assetmark.com |
| Social Links |    |
| Phone Number | (800) 664-5345 |
| Industries | |
| AssetMark Headquarters Address | 1655 Grant Street, 10th Floor, Concord, California, 94520 US |
| Company Size | 1000-5000 employees |
| SIC Code | 6282, 6199 |
| NAICS Code | 523920 Portfolio Management, 523930 Investment Advice |
| DMA Code | San Francisco Bay Area |
| Founded | 1996 |
| Estimated Annual Revenue | $500M - 1B |
| Operating Status | Subsidiary |
| Updated: | 2026-09-17 |
AssetMark Org Chart
Chief Executive Officer
C-Level
Chief Data Officer
Chief Marketing Officer
Chief Information Security Officer
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2006 | Privately Held | 25 - 100 | |
| 1946 | Privately Held | 10K - 50K | |
| 1933 | Privately Held | 500 - 1.0K | |
| 1994 | Public Company | 250 - 500 |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a decline in traffic to the assetmark.com website. In August, traffic decreased to 22701, compared to 29503 in the previous month. The highest traffic in 2026 was recorded in February, reaching 39360 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
AssetMark's workforce includes employees across a wide range of tenure levels.
4% have been with the company for less than 1 year13% have been with the company for 1 to 2 years12% have been with the company for 3 to 4 years14% have been with the company for 5 to 7 years18% have been with the company for 8 to 10 years40% have been with the company for more than 11 years
Companies Similar to AssetMark
AssetMark Corporate Information: FAQ
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