The AssetMark company source record lists 993 employees. The visible AssetMark management graph includes:
Christian Chan
Chief Investment Officer
4
9
General
(331)
Andrea Mullen
Senior Vice President, Assetmark Inc.
2
0
Sales
(73)
Frank Roe
Senior Vice President, Sales and Consulting at Assetmark
3
3
IT
(53)
Aekta Shah
Product Manager, Digital - Financial Services - Consumer Experiences - Banking, Wealth Management - Agile - Data-driven Technical Product Manager
1
0
Finance
(43)
James Yen
Vice President, Controller at Assetmark, Inc.
5
4
Marketing
(33)
Dan Warburton
Vice President, Gm Digital Platforms
3
2
Operations
(30)
Kim Elkins
VP of Business Operations with 14+years of Leadership Experience
4
0
Legal
(11)
Naomi Mckean
Senior Vice President, Deputy General Counsel at Assetmark
3
2
HR
(9)
Jessica Kraft
Operations Training Manager at Assetmark
0
0
Related company intelligence for AssetMark
9 same-industry peers
10 with employee estimates
9 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
9 / 10
9 of 10 related companies share this company's industry classification.
Employee benchmarks
10 / 10
10 of 10 related companies include employee estimates.
Website records
9 / 10
9 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.9 source-backed signals.
10
eligible
0
filtered
3.9
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Near peer median size
This company
993 employees
Related peers
1.27K median peer employees
5 related employee-estimated peers are higher and 5 are lower.
10 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 50% of 10 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 50% of 10 comparable related peers from related-company records.
Employee scale: 50%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
1.27K employees
Largest peer by size
LPL Financial
14.03K employees
AssetMark size signal
993 employees
Peer size comparison
5 larger · 5 smaller
Peer scale position
Near peer median size
5 related employee-estimated peers are higher and 5 are lower.
AssetMark people graph sample
-
Christian Chan
Orinda, California, United States4 email signals: 1 email signal on assetmark.com, 3 non-official email signals9 phone signals available
-
Dan Warburton
San Francisco Bay Area, United States3 email signals: 1 email signal on assetmark.com, 2 non-official email signals2 phone signals available
-
Conrad Chen
Investment Product Manager - Driving Innovative Wealth Solutions at Assetmark - Product Strategy & Cross-functional Leadership
San Francisco, California, United States2 email signals across 2 non-official domains
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for AssetMark
AeroLeads maps 3 visible contact signals for AssetMark. Coverage is multi-channel contact coverage.