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Mukesh Mehta Biography and Net Worth

EVP of AssetMark Financial

Mukesh Mehta serves as Executive Vice President, Chief Information Officer of the Company. Mr. Mehta has served as our Chief Information Officer since joining our company in 2017. From 2014 to 2017, Mr. Mehta served as the Chief Information and Technology Officer at Cetera Financial Group, a shared services organization serving a family of affiliated independent broker-dealers. From 2010 to 2013, Mr. Mehta served as Chief Information Officer at TD Ameritrade, a brokerage firm, where he also served as a Managing Director in Business Technologies from 2009 to 2010. From 2002 to 2008, Mr. Mehta served as Senior Vice President and Chief Information Officer at Schwab Institutional, Platform Development & Technology, prior to which he served as a Vice President of Finance & Corporate Administration Technology at The Charles Schwab Corporation from 1999 to 2002. Mr. Mehta has also held positions with Bankers Trust (Vice President, Defined Contribution & Participant Services, 1995-1999), Kwasha Lipton (Pension Design & Systems Consultant, 1987-1994), ER Keller & Co. (Investment Account Manager, 1987) and Bell Communications Research (Analyst, 1984-1987).

What is Mukesh Mehta's net worth?: The estimated net worth of Mukesh Mehta is at least $10.56 million as of June 25th, 2021. Mr. Mehta owns 302,643 shares of AssetMark Financial stock worth more than $10,556,188 as of April 24th. This net worth estimate does not reflect any other assets that Mr. Mehta may own. Learn More about Mukesh Mehta's net worth.
How old is Mukesh Mehta?: Mr. Mehta is currently 57 years old. There are 5 older executives and no younger executives at AssetMark Financial. Learn More on Mukesh Mehta's age.
How do I contact Mukesh Mehta?: The corporate mailing address for Mr. Mehta and other AssetMark Financial executives is 1655 GRANT STREET 10TH FLOOR, CONCORD CA, 94520. AssetMark Financial can also be reached via phone at (925) 521-2200 and via email at http://ir.assetmark.com. Learn More on Mukesh Mehta's contact information.
Has Mukesh Mehta been buying or selling shares of AssetMark Financial?: Mukesh Mehta has not been actively trading shares of AssetMark Financial over the course of the past ninety days. Most recently, Mukesh Mehta sold 607 shares of the business's stock in a transaction on Friday, November 12th. The shares were sold at an average price of $28.01, for a transaction totalling $17,002.07. Learn More on Mukesh Mehta's trading history.
Who are AssetMark Financial's active insiders?: AssetMark Financial's insider roster includes Ted Angus (EVP), Jeremiah Chafkin (Vice Chairman), Carrie Hansen (Exec. VP), Mukesh Mehta (EVP), Natalie Wolfsen (CEO & Director ), and Gary Zyla (CFO). Learn More on AssetMark Financial's active insiders.
Are insiders buying or selling shares of AssetMark Financial?: In the last twelve months, insiders at the sold shares 9 times. They sold a total of 51,154 shares worth more than $1,438,672.09. The most recent insider tranaction occured on December, 6th when COO Carrie E Hansen sold 11,500 shares worth more than $301,070.00. Insiders at AssetMark Financial own 2.3% of the company. Learn More about insider trades at AssetMark Financial.
Information on this page was last updated on 12/6/2023.

Mukesh Mehta Insider Trading History at AssetMark Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/12/2021	Sell	607	$28.01	$17,002.07
11/10/2021	Sell	27,937	$28.04	$783,353.48
9/2/2021	Sell	9,377	$27.06	$253,741.62
6/25/2021	Sell	2,534	$27.04	$68,519.36	302,643
6/16/2021	Sell	100	$27.00	$2,700.00	306,794
5/7/2021	Sell	6,800	$25.00	$170,000.00
8/3/2020	Sell	10,000	$27.65	$276,500.00	332,431
7/22/2019	Buy	500	$22.00	$11,000.00

Mukesh Mehta Buying and Selling Activity at AssetMark Financial

AssetMark Financial Company Overview

AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

Today's Range

Now: $34.88

$34.65

$35.22

50 Day Range

MA: $34.94

$31.28

$37.03

2 Week Range

Now: $34.88

$22.92

$37.54

Volume

183,361 shs

Average Volume

197,872 shs

Market Capitalization

$2.60 billion

P/E Ratio

21.27

Dividend Yield

N/A

Beta

1.11

top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)

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