Assetmark Financial Holdings, Inc.
California
Registered In
11/23/2021
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Assetmark Financial Holdings, Inc. at 1655 Grant ST FL 10th, Concord, Ca 94520 lists Michael Kim and Gary G. Zyla of Concord, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
|
Legalinc Registered Agents, Inc.
Registered 1505 Agent
|
FOUR EMBARCADERO CENTER SUITE 1400 # 85, SAN FRANCISCO, CA 94111
|
|
|
Michael Kim
CEO
|
1655 GRANT ST FL 10TH, CONCORD, CA 94520
|
|
|
Gary G. Zyla
Chief Financial Officer
|
1655 GRANT ST FL 10TH, CONCORD, CA 94520
(View Past Addresses)
|
|
|
Naomi J. Mckean
Secretary
|
1655 GRANT ST FL 10TH, CONCORD, CA 94520
(View Past Addresses)
|
Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
|
1655 GRANT ST FL 10TH, CONCORD, CA 94520
View Map
|
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Assetmark Financial Holdings, Inc.
Form 5500
ASSETMARK FINANCIAL HOLDINGS, INC.
1655 Grant Street, 10th Floor, Concord, Ca 94520 (925) 521-2206 EIN:30-0774039 Plan Admin:Gary Zyla| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY977 / 0 Assets BOY/EOY$0 / $0 | 2023 | ASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN - Plan #501 | 977 / 0 | $0 / $0 |
| 2022 | Plan NameASSETMARK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY1,056 / 1,200 Assets BOY/EOY$115,027,706 / $105,839,711 | 2022 | ASSETMARK FINANCIAL 401(K) PLAN - Plan #001 | 1,056 / 1,200 | $115,027,706 / $105,839,711 |
| 2022 | Plan NameASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY918 / 0 Assets BOY/EOY$0 / $0 | 2022 | ASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN - Plan #501 | 918 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
|
Assetmark Financial Holdings, Inc.
Registered in New Jersey
|
View Report | ||
|
Assetmark Financial Holdings, Inc.
Registered in Arizona
|
Middletown, DE (1 more) | View Report | |
|
Assetmark Financial Holdings, Inc.
Registered in Washington
|
Concord, CA | View Report | |
|
Assetmark Financial Holdings, Inc.
Registered in Massachusetts
|
Concord, CA West Tisbury, MA | View Report | |
|
Assetmark Financial Holdings, Inc.
Registered in Florida
|
Concord, CA | View Report | |
|
Assetmark Financial Holdings, Inc.
Registered in Colorado
|
Colorado Springs, CO Concord, CA | View Report |
Address Match:1655 Grant St Fl 10th Concord, CA
|
Assetmark Brokerage, LLC
Registered in California
|
Concord, CA Fl Concord, CA | View Report | |
|
Assetmark Retirement Services, Inc.
Registered in Pennsylvania
|
Concord, CA | View Report | |
|
Assetmark Services, Inc.
Registered in Pennsylvania
|
Concord, CA (1 more) | View Report | |
|
Assetmark, Inc.
Registered in California
|
Concord, CA San Francisco, CA (1 more) | View Report | |
|
Assetmark, Inc.
Registered in Arizona
|
Concord, CA Scottsdale, AZ | View Report | |
|
Global Financial Private Capital, Inc.
Registered in Florida
|
Concord, CA Sarasota, FL | View Report | |
|
Global Financial Advisory, LLC
Registered in Maine
|
Concord, CA | View Report | |
|
Assetmark Financial, Inc.
Registered in Florida
|
Concord, CA Phoenix, AZ (1 more) | View Report | |
|
Global Financial Advisory, LLC
Registered in Florida
|
Concord, CA Sarasota, FL | View Report | |
|
Global Financial Private Capital, LLC
Registered in Oregon
|
Concord, CA New York, NY (1 more) | View Report | |
|
Assetmark Financial, Inc.
Registered in California
|
Concord, CA Fl Concord, CA | View Report | |
|
Assetmark Services, Inc.
Registered in California
|
Concord, CA Fl Concord, CA | View Report | |
|
Quantuvis Consulting, Inc.
Registered in California
|
Concord, CA Fl Concord, CA | View Report | |
|
Assetmark Financial, Inc.
Registered in Colorado
|
Concord, CA Littleton, CO | View Report | |
|
Global Financial Advisory, LLC
Registered in Colorado
|
Concord, CA Centennial, CO (1 more) | View Report | |
|
Global Financial Private Capital, Inc.
Registered in Georgia
|
Concord, CA Lawrenceville, GA | View Report |
Address Match:1655 Grant St Concord, CA
Person/City Match:Michael Kim - Concord, CA
|
Assetmark Services, Inc.
Registered in California
|
Concord, CA | View Report | |
|
Global Financial Private Capital, Inc.
Registered in California
|
Concord, CA Fl Concord, CA | View Report | |
|
Obs Financial Services, Inc.
Registered in California
|
Concord, CA Floor Concord, CA (1 more) | View Report |
Person/City Match:Gary G Zyla - Concord, CA
|
Assetmark, Inc.
Registered in Georgia
|
Concord, CA | View Report | |
|
Assetmark Financial, Inc.
Registered in Massachusetts
|
Concord, CA Phoenix, AZ | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States