The Lovell Minnick Portfolio View All
Active Companies
- ClariVest Asset Management LLC
- Commercial Credit Group Inc.
- Dahlman Rose & Company LLC
- Duff & Phelps Corporation
- First Allied Holdings Inc.
- H.D. Vest Financial Services, Inc.
- Leerink Swann Holdings LLC
- Matthews International Capital Management, LLC
- Mercer Advisors Inc.
- PlanMember Financial Corporation
- Seaside National Bank & Trust
- UNX Companies
Realized Companies
AssetMark Investment Services Inc.
Headquarters
Pleasant Hill, California
Sectors
Financial Product Distribution / Asset Management
Date of Realization
October 2006
Company Description
AssetMark Investment Services, Inc. was an industry-leading provider of asset management products and consulting services to fee-based financial advisors and broker-dealers across the United States. The Company was founded in 1996 and is headquartered in Pleasant Hill, California with other offices nationwide.
In September 2000, LMP invested in AssetMark to buy out a retiring senior shareholder and to provide growth capital for expansion. AssetMark was acquired by Genworth Financial in October 2006 and today operates as Genworth Financial Wealth Management.
www.genworth.com/content/products/wealth_management.html