For AssetMark, Inc., AssetMark Trust Company, AssetMark Retirement Services, Inc. and AssetMark Brokerage, LLC

California Privacy Policy »

Client Privacy Policy »

In addition to our Privacy Notice, the following privacy and security principles apply when you visit us on our website or communicate with us online and electronically.

What Information Do We Collect if You Use Our Online Services?

You can visit our website as a registered user or as a visitor. As a registered user, we may collect personal information about you when you visit our website. We use encryption and authentication tools to protect information that we obtain from you on our website. As a visitor, you can visit our website without giving us any personally identifiable information; however, our web servers will collect the name of the domain you used to access the Internet (such as, as well as your computer’s Internet Protocol (IP) address. We also may collect information about the pages of our website that you visit, the time and date of your visit, the time spent on those pages, the website you came from and visit next, and other diagnostic data. We may collect this information through the use of cookies.

What Are Cookies?

Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. If you set your browser to not accept cookies, you will limit the functionality we can provide you when you visit our website.

Does AssetMark Respond to "Do Not Track" Signals?

AssetMark does not respond to “Do Not Track” signals.

What if You Link to Another Website?

We are not responsible for the information collected by other websites if you link to them from our website. We cannot guarantee how those sites use cookies or whether they place cookies on your computer that may identify you. You should carefully review the privacy policies of each website you visit to understand how it collects and uses information.

Does AssetMark Communicate by E-mail?

We may send you e-mail communications that may be useful to you, including information about our products and services, or third parties with whom we do business. You will be given the option to not receive these e-mail messages.

Does AssetMark Collect Personal Information from Children?

No. AssetMark does not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your child has provided us with personal information, please contact us. If we become aware that we have collected personal information from children without verification of parental consent, we take steps to remove that information.

What If AssetMark’s Online Privacy and Security Notice Changes?

We may update this Online Privacy and Security Notice from time to time. We will notify you of any material changes by posting the new Online Privacy and Security Notice on this page, along with the effective date of any changes.


This Online Privacy and Security Notice does not apply to other financial service providers, such as your Financial Advisor and the firm(s) s/he is associated with.

©2020 AssetMark, Inc. All rights reserved. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Trust Company is a trust company licensed by the Arizona Department of Financial Institutions.