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MFWire: GuideMark Funds, GuidePath Funds
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AssetMark
1655 Grant Street
10th Floor
Concord, CA  94520
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Contact
Main Phone: - -
Web Site: Click Here
Mutual Fund Brand(s)
GuideMark Funds, GuidePath Funds

Research Links
  • SEC Fund Filings by CIK

    • Background:
    AssetMark is a TAMP (turnkey asset management program). Huatai Securities bought AssetMark in November 2016.
    Sponsored Opportunities
    Key People:
    Story Archive for AssetMark
    Published On Story Headline Publication
    2/26/2021 From Platform Chief, to Fund Marketer: A Multi-Channel Vet Takes Over a TAMP MFWire.com
    12/30/2020 A Florida Wholesaler Departs a Cali TAMP MFWire.com
    12/9/2019 Week In Preview, December 9-15 MFWire.com
    10/16/2019 A Global Equity Shop Three-Peats MFWire.com
    4/22/2019 Inflows Per Fund Slip MFWire.com
    4/18/2019 Micro Fund Firms' Flows Share Septuples MFWire.com
    2/28/2019 Dodge & Cox Rebounds to the Front MFWire.com
    2/27/2019 Bond's ETF Startup Takes the Lead MFWire.com
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    1. ETF.com Awards 2020, April 20
    2. The 31st Sub-Advised Funds Forum, Apr 20-21
    3. IDC Virtual Roundtable: Florida - April 2021, April 20
    4. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
    5. MMI Summit 2021, Apr 21-22
    6. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
    7. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
    8. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
    9. Nicsa webinar - Diversity Data: What is at stake? Business, Reputation and Talent, April 22
    10. IDC Webinar: The Future of the Workplace - April 2021, April 23
    11. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
    12. IMEA In Session - Post-Covid Sales Coverage, April 27
    13. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
    14. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
    15. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
    16. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
    17. ICI 2021 General Membership Meeting - Day 1, May 6
    18. Emerging Manager Forum USA, May 12-14
    19. ICI 2021 General Membership Meeting - Day 2, May 13
    20. 2021 FINRA Annual Conference, May 18-20
    21. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
    22. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
    23. MFDF Director Discussion Series - Open Forum via Zoom, May 19
    24. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
    25. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
    26. ICI 2021 Operations and Technology Conference, May 20




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