{"schema_version":"secwatch.filing_event.v1","accession":"0001591587-24-000016","form_type":"8-K","ticker":null,"cik":"0001591587","company_name":"AssetMark Financial Holdings, Inc.","filed_at":"2024-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:19.124810+00:00","generated_at":"2026-06-03T02:51:13.937712+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"AssetMark Q1 net income $38M, adj. net income $45.2M; platform assets $116.9B (+21.5% YoY)","bullets":["Net income $38.0M ($0.51/sh); adjusted net income $45.2M ($0.60/sh) on revenue $190.3M.","Adjusted EBITDA $65.9M (34.6% margin); revenue up 11.7% YoY.","Platform assets $116.9B (+21.5% YoY); net flows $1.8B; 169 new producing advisors added.","Guidance withdrawn due to pending GTCR acquisition; no Q1 earnings call hosted."],"urls":{"canonical":"https://secwatch.observer/filing/0001591587-24-000016","json":"https://secwatch.observer/filing/0001591587-24-000016.json","markdown":"https://secwatch.observer/filing/0001591587-24-000016.md","text":"https://secwatch.observer/filing/0001591587-24-000016.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000016/0001591587-24-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000016/amk-20240501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T02:51:13.937712+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"ee2782d39e426bda54862e5fcbdd410a98fe6142","claim":"AssetMark Financial Holdings, Inc. reported first quarter ended March 31, 2024 results: revenue $190.3 million, net income $38.0 million, EPS $0.51 per share.","evidence_excerpt":"AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2024. First Quarter 2024 Financial and Operational Highlights • Net income for the quarter was $38.0 million, or $0.51 per share. • Adjusted net income for the quarter was $45.2 million, or $0.60 per share, on total revenue of $190.3 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000016/0001591587-24-000016-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2024"},{"label":"Revenue","value":"$190.3 million"},{"label":"Net income","value":"$38.0 million"},{"label":"EPS","value":"$0.51 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}