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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does AssetMark have?","answer":"AssetMark has 195 investment adviser representatives registered with state securities authorities, out of 859 employees, and 269 perform investment advisory functions. 361 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AssetMark invest in?","answer":"At the end of its last fiscal year, AssetMark’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 3% investment grade corporate bonds, 2% U.S. government and agency bonds, 2% state and local bonds and 2% cash and equivalents. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}