A resident of California (“California Consumer”) can submit a request to correct, know, or delete personal information that we have collected by completing and submitting this form.
If you are submitting this request for yourself, we will collect your name, date of birth, email address or mailing address, telephone number, and information about your relationship with us.
If you are submitting this request on behalf of some other California Consumer, we also will collect their names, dates of birth, and information about their relationship with us.
We collect this information in order to process and respond to your request. For our record-keeping purposes, we will keep a copy of your request, our response, and any documents you submit to us. We are required to keep these records for a minimum of 24 months.
If the request is to know specific pieces of information collected about the Consumer or to delete personal information collected from the Consumer, we require that you submit a declaration signed under penalty of perjury from the Consumer whose personal information is the subject of this request. Please email a copy of the signed declaration to, or seek a template from us at: CPRACompliance@assetmark.com.
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.
© 2025 Copyright AssetMark, Inc. All rights reserved. 6916884.1 | 08/2024