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MFWire: GuideMark Funds, GuidePath Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

AssetMark
1655 Grant Street
10th Floor
Concord, CA  94520
Google Maps

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
    10/20/2022 Nine Months, $3.43B of Inflows MFWire.com
    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. MFDF Director Discussion Series - Open Forum, July 9
    2. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
    3. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
    4. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
    5. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
    6. MFDF webinar - M&A and Consolidation in Asset Management, July 16
    7. MFDF webinar - ETF Conversions, July 17
    8. MFDF Director Discussion Series - Open Forum (New York), July 22
    9. MFDF Ask Anything webinar - AI Edition, July 24
    10. MFDF webinar - Use of Derivatives by RICs, July 29
    11. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
    12. Samfund Soiree Boston 2025, August 21
    13. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
    14. ICI ETF Conference, Sep 8-10
    15. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
    16. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    17. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    20. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    21. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    22. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    23. 10th annual Fuse Forum, October 8
    24. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    25. 2025 MMI Annual Conference, Oct 15-17
    26. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15




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