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AssetMark Financial Holdings Inc logo
AssetMark Financial Holdings Inc AMK
summarize 4 total product lines
calendar_month Revenue as of 12/31/2023
Reporting Segmentarrow_drop_up Product Line Amount (USD) Percentage
keyboard_arrow_right Reporting Segment & Product Line Amount (USD) Percentage
Revenue
Asset Management for Businesses, Governments, and Individuals (Equity and Fixed Income)
These companies manage assets for businesses, governments, and individuals through equity and fixed income portfolios.
553.48M 78.12%
Revenue
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
These companies invest the assets of businesses, consumers, and governments in money market portfolios.
120.26M 16.97%
Revenue
Diversified Commercial and Consumer Loans and Securities
These companies provide loans to businesses and consumers. These loans are used to finance a variety of products, such as vehicles, equipment, and construction projects. Includes mortgages. These companies are typically banks that also deal in investment securities.
19.58M 2.76%
Revenue
Term License Portfolio Design Software for Asset Managers
These companies develop investment portfolio design software for asset managers. The software is licensed for a set term that is typically more than one year.
15.18M 2.14%
keyboard_arrow_right keyboard_arrow_down
Revenue
Asset Management for Businesses, Governments, and Individuals (Equity and Fixed Income)
553.48M 78.12%
keyboard_arrow_right
These companies manage assets for businesses, governments, and individuals through equity and fixed income portfolios.
keyboard_arrow_right keyboard_arrow_down
Revenue
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
120.26M 16.97%
keyboard_arrow_right
These companies invest the assets of businesses, consumers, and governments in money market portfolios.
keyboard_arrow_right keyboard_arrow_down
Revenue
Diversified Commercial and Consumer Loans and Securities
19.58M 2.76%
keyboard_arrow_right
These companies provide loans to businesses and consumers. These loans are used to finance a variety of products, such as vehicles, equipment, and construction projects. Includes mortgages. These companies are typically banks that also deal in investment securities.
keyboard_arrow_right keyboard_arrow_down
Revenue
Term License Portfolio Design Software for Asset Managers
15.18M 2.14%
keyboard_arrow_right
These companies develop investment portfolio design software for asset managers. The software is licensed for a set term that is typically more than one year.