The estimated Net Worth of Mukesh Mehta is at least $14.6 Milion dollars as of 10 June 2024. Mr. Mehta owns over 8,880 units of Assetmark Inc stock worth over $10,740,835 and over the last 5 years he sold AMK stock worth over $3,823,663. In addition, he makes $0 as Executive Vice President a Chief Information Officer at Assetmark Inc.
Mukesh has made over 15 trades of the Assetmark Inc stock since 2019, according to the Form 4 filled with the SEC. Most recently he sold 8,880 units of AMK stock worth $305,472 on 10 June 2024.
The largest trade he's ever made was selling 30,000 units of Assetmark Inc stock on 10 November 2021 worth over $841,200. On average, Mukesh trades about 7,483 units every 94 days since 2019. As of 10 June 2024 he still owns at least 304,791 units of Assetmark Inc stock.
You can see the complete history of Mr. Mehta stock trades at the bottom of the page.
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).
Mukesh Mehta is 53, he's been the Executive Vice President a Chief Information Officer of Assetmark Inc since 2017. There are 7 older and 16 younger executives at Assetmark Inc. The oldest executive at Assetmark Financial Holdings Inc is Patricia Guinn, 65, who is the Independent Director.
Mukesh's mailing address filed with the SEC is C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD, CA, 94520.
Over the last 21 years, insiders at Assetmark Inc have traded over $2,020,072,871 worth of Assetmark Inc stock and bought 9,039,303 units worth $223,586,974 . The most active insiders traders include Securities Co., Ltd.Huatai ..., Corp Avx a Charles G Goldman. On average, Assetmark Inc executives and independent directors trade stock every 41 days with the average trade being worth of $13,647,324. The most recent stock trade was executed by Securities Co., Ltd.Huatai ... on 5 September 2024, trading 50,873,799 units of AMK stock currently worth $1,793,301,415.
assetmark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. we provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. our relentless service ethic and robust client relationship support set us apart. our offering is flexible to suit each advisor's vision for working with clients and growing their practice. assetmark, inc. has more than $36 billion in combined assets on its platform and a history of innovation spanning over 20 years. for more information, visit www.assetmark.com. disclosure: posts are not a solicitation for investment and are not intended as legal or compliance advice. individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. financial advisors should always consult with their own legal and compliance departments, regarding regulatory an
Assetmark Inc executives and other stock owners filed with the SEC include: