AMK: AssetMark Financial Holdings, Inc. - Summary | Jitta

AssetMark Financial Holdings, Inc.

NYSE:AMK

Price
$25.70
Loss Chance
42.5%
6.26JITTA SCORE
32.23%Under Jitta Line
Jitta Ranking
47 / 752
64 / 5,069
Grow your money with Jitta Ranking. See details.
HISTORICAL JITTA SCORE
Jitta Factors
Growth Opportunity (81)
Recent Business Performance (97)
Financial Strength (85)
Return to Shareholders (16)
Competitive Advantage (55)
Jitta Signs
Revenue and EarningConsistent Growth in the past 5 years
Recent Business PerformanceEarning Growth Last Year
CapExVery Low
Interest Coverage RatioGood
Cash Conversion CycleLess than 30 days
Operating MarginInconsistent
SG&A to SalesIncreasing Every Year
Key Stats
Jitta Score
Jitta Line
6.26
32.23%
4.23
79.66%
4.88
126.19%
Asset Management and Custody Banks
4.27
19.13%
4.27
19.13%
4.80
31.47%
COMPANY DESCRIPTION
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It also provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. In addition, the company provides SaaS-based financial planning, wellness, and client digital engagement solutions. Further, it offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management solutions for individual investors. The company serves independent advisers who provide wealth management advice to the U.S. investors and advisers. 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.