Gary G. Zyla Sells 8,958 Shares of Assetmark Financial Holdings for $240,343
May 18, 2023
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Assetmark Financial ($NYSE:AMK) Holdings Inc. (NASDAQ: AMKH) is a financial services company that provides a diverse set of investment solutions to help individuals reach their financial goals. The company offers a range of services that include asset management, custodial services, financial planning, and investment advice. Assetmark’s products and services are tailored to meet the needs of their clients, including individuals, families, trusts, and institutions. The company has a strong track record in providing trusted advice and personalized service to its clients.
Assetmark Financial Holdings has grown rapidly over the years and has gained a strong reputation among investors. With its commitment to provide clients with access to the latest in financial products and services, Assetmark Financial Holdings has become an industry leader in delivering personalized investment solutions.
Stock Price
The stock opened at $27.9 and closed at $28.2, representing a 0.2% increase from its previous closing price of $28.1. The proceeds from the sale will then be used for other purposes. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Assetmark Financial. More…
| Total Revenues | Net Income | Net Margin |
| 646.57 | 98.26 | 15.2% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Assetmark Financial. More…
| Operations | Investing | Financing |
| 154 | -99.57 | -29.69 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Assetmark Financial. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 1.51k | 360.6 | 15.52 |
Key Ratios Snapshot
Some of the financial key ratios for Assetmark Financial are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 13.6% | 91.3% | 21.5% |
| FCF Margin | ROE | ROA |
| 17.5% | 7.6% | 5.8% |
Analysis
We at GoodWhale recently conducted an analysis of ASSETMARK FINANCIAL‘s wellbeing. Our Star Chart categorizes this company as a ‘cheetah’, meaning that it has achieved high revenue or earnings growth, but is deemed less stable due to lower profitability. With this information in mind, it could be said that ASSETMARK FINANCIAL would be interesting to investors who are looking for more growth than stability. Despite the lower profitability, ASSETMARK FINANCIAL has a very high health score of 9/10, indicating that the company is in a healthy financial position, with good cashflows and debt, allowing it to safely ride out any crisis without the risk of bankruptcy. In terms of performance, ASSETMARK FINANCIAL is strong in terms of growth, medium in profitability and weak in asset and dividend. All in all, ASSETMARK FINANCIAL is a good option for those looking for higher returns with a slightly higher risk factor. More…
Peers
The company offers a wide range of services including investment management, financial planning, and retirement planning. AssetMark Financial Holdings Inc. has a strong focus on providing a high level of customer service and has a team of experienced professionals that are dedicated to helping clients reach their financial goals. The company is headquartered in the United States and has offices in Canada, Europe, and Asia.
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Summary
Assetmark Financial is a financial services company providing a variety of services to financial advisors and their clients. An analysis of the company indicates that it offers strong fundamentals and solid opportunities for investors. The company’s stock has been steadily increasing in value over the past few years and recent insider trading activity suggests that this trend may continue. This could be seen as a sign of confidence in the stock which may indicate future growth.
Furthermore, Assetmark offers a range of investment products allowing investors to diversify their portfolios and take advantage of the market’s many opportunities. With its strong financial performance and potential for growth, Assetmark Financial is an attractive choice for investors.
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