AssetMark Financial Holdings, Inc.
AMKFinancials · Financials · <br>Emerging growth company · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY23 | FY22 | FY21 | FY20 | FY19 | FY18 | |
|---|---|---|---|---|---|---|
| Revenue | $708.5M | $611.7M | $530.3M | $432.1M | $417.9M | $363.6M |
| Operating income | — | — | — | — | — | — |
| Net income | $123.1M | $103.3M | $25.7M | −$7.8M | −$420,000 | $37.4M |
| Total assets | $1.62B | $1.50B | $1.38B | $1.22B | $1.19B | $1.15B |
| Total liabilities | $353.2M | $376.6M | $374.0M | $318.5M | $330.1M | $448.3M |
| Equity | $1.27B | $1.13B | $1.01B | $905.1M | $858.9M | $699.0M |
| EPS (diluted) | $1.65 | $1.40 | $0.35 | $-0.12 | $-0.01 | $0.57 |
| Shares out. | 73.9M | 73.6M | 72.5M | 72.4M | 72.4M | 66.2M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2023- Operating margin
- —
- Net margin
- 17.4%
- Return on equity
- 9.7%
- Return on assets
- 7.6%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 21.8%
- Debt / equity
- 0.28×
- Book value / share
- $17.15
- Revenue growth (YoY)
- 15.8%
- Net income growth (YoY)
- 19.2%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2023- Accruals / assets
- −3.2%clean
- Piotroski F-Score
- 7/8strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 4 good- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Huatai Securities Co., Ltd.10% owner | Sep 5, 2024 | Sell | 50.9M | $35.25 |
| Minta-Jacobs EsiOfficer — HR & Digital Product Solutions | Sep 5, 2024 | D | 66,766 | $35.25 |
| Mcnatt Joel David JrOfficer — EVP, Investment Solutions | Sep 5, 2024 | D | 28,585 | $35.25 |
| Mehta MukeshOfficer — EVP, Chief Information Officer | Sep 3, 2024 | Gift | 182,165 | $0.00 |
| Hansen Carrie E.Officer — EVP, Chief Operating Officer | Sep 5, 2024 | D | 91,533 | $35.25 |
| Angus Ted F.Officer — EVP, General Counsel | Sep 5, 2024 | D | 107,851 | $35.25 |
| Zyla Gary G.Officer — EVP, Chief Financial Officer | Sep 5, 2024 | D | 89,895 | $35.25 |
| Kim MichaelOfficer — CEO and President | Sep 5, 2024 | D | 355,794 | $35.25 |
| Bhagat RohitDirector | Sep 5, 2024 | D | 59,049 | $35.25 |
| Guinn Patricia LynnDirector | Sep 5, 2024 | D | 26,525 | $35.25 |
| Velli Joseph MDirector | Sep 5, 2024 | D | 20,616 | $35.25 |
| Kim MichaelOfficer — CEO and President | Aug 27, 2024 | Gift | 38,313 | $0.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Material events
SEC Form 8-K · most recent- Terminated a material agreement · Completed an acquisition or disposition · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Amended charter or bylaws · Other material eventSep 5, 2024
- Results of operationsJul 18, 2024
- Other material eventJun 20, 2024
- Director / officer change · Shareholder voteMay 22, 2024
- Results of operationsMay 1, 2024
- Entered a material agreement · Other material eventApr 25, 2024
- Results of operationsFeb 21, 2024
- Regulation FD disclosureDec 1, 2023
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (1)
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