AssetMark Financial Holdings Inc at Morgan Stanley Virtual US Financials Conference Transcript
And we're on the air. Good afternoon, everyone. I'm Mike Cyprys, Morgan Stanley's brokers and asset managers analyst. Before we get started, I've been asked to see you direct your attention to important disclosures on the Morgan Stanley research disclosures website at morganstanley.com/researchdisclosures, and if you have any questions around that, please reach out to your Morgan Stanley sales representative.
So with that out of the way, welcome to our final fireside chat at the Morgan Stanley Financials Conference, and we're pleased to have with us AssetMark. And from the company, we're excited to welcome Charles Goldman, President and CEO; and Gary Zyla, Chief Financial Officer of AssetMark; and we also have Taylor Hamilton, Head of Investor Relations. AssetMark provides extensive wealth management and technology solutions for independent financial advisers and their clients. They have over $56 billion of client assets on the platform today. AssetMark has served as financial advisers -- served
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
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| And much more... |
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