Last updated: 19 November 2020 at 8:38pm EST

Charles Goldman Net Worth




The estimated Net Worth of Charles G Goldman is at least 23.8 百万$ dollars as of 8 June 2020. Mr. Goldman owns over 31,182 units of Assetmark Inc stock worth over 278,079$ and over the last 20 years he sold AMK stock worth over 19,421,835$. In addition, he makes 4,132,050$ as President、 Chief Executive Officer、 Director at Assetmark Inc.

Mr. Goldman AMK stock SEC Form 4 insiders trading

Charles has made over 21 trades of the Assetmark Inc stock since 2005, according to the Form 4 filled with the SEC. Most recently he sold 7,891 units of AMK stock worth 204,061$ on 11 June 2020.

The largest trade he's ever made was selling 153,244 units of Assetmark Inc stock on 30 April 2020 worth over 3,585,910$. On average, Charles trades about 29,073 units every 208 days since 2005. As of 8 June 2020 he still owns at least 7,891 units of Assetmark Inc stock.

You can see the complete history of Mr. Goldman stock trades at the bottom of the page.





Charles Goldman biography

Charles M. B. Goldman serves as President, Chief Executive Officer, Director of the Company. Mr. Goldman has served as our President and Chief Executive Officer since 2014 and as a member of our Board of Directors since 2013. Prior to joining our company, he served as Senior Advisor at Bain & Company from 2010 to 2014 and President of Fidelity Investments, Custody & Clearing from 2009 to 2010. From 2001 to 2008, Mr. Goldman served in various senior roles at The Charles Schwab Corporation, including head of Schwab Institutional, Chief Operating Officer of Schwab Institutional and head of Strategy, M&A and Venture Capital. From 1996 to 2000, he served as President of Paramount Farms, Inc. From 1991 to 1996, Mr. Goldman was a consultant with The Boston Consulting Group, prior to which he spent two years with Bankers Trust Company. Mr. Goldman holds a B.S. degree in finance, magna cum laude, from the University of Southern California and an M.B.A. degree, with honors, from the University of California, Los Angeles.

What is the salary of Charles Goldman?

As the President、 Chief Executive Officer、 Director of Assetmark Inc, the total compensation of Charles Goldman at Assetmark Inc is 4,132,050$. There are no executives at Assetmark Inc getting paid more.



How old is Charles Goldman?

Charles Goldman is 58, he's been the President、 Chief Executive Officer、 Director of Assetmark Inc since 2014. There are 4 older and 19 younger executives at Assetmark Inc. The oldest executive at Assetmark Financial Holdings Inc is Patricia Guinn, 65, who is the Independent Director.

What's Charles Goldman's mailing address?

Charles's mailing address filed with the SEC is C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD, CA, 94520.

Insiders trading at Assetmark Inc

Over the last 21 years, insiders at Assetmark Inc have traded over 2,020,072,871$ worth of Assetmark Inc stock and bought 9,039,303 units worth 223,586,974$ . The most active insiders traders include Securities Co., Ltd.Huatai ...Corp AvxCharles G Goldman. On average, Assetmark Inc executives and independent directors trade stock every 41 days with the average trade being worth of 13,647,324$. The most recent stock trade was executed by Securities Co., Ltd.Huatai ... on 5 September 2024, trading 50,873,799 units of AMK stock currently worth 1,793,301,415$.



What does Assetmark Inc do?

assetmark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. we provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. our relentless service ethic and robust client relationship support set us apart. our offering is flexible to suit each advisor's vision for working with clients and growing their practice. assetmark, inc. has more than $36 billion in combined assets on its platform and a history of innovation spanning over 20 years. for more information, visit www.assetmark.com. disclosure: posts are not a solicitation for investment and are not intended as legal or compliance advice. individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. financial advisors should always consult with their own legal and compliance departments, regarding regulatory an



What does Assetmark Inc's logo look like?

Assetmark Financial Holdings Inc logo

Complete history of Mr. Goldman stock trades at Charles Schwab、Assetmark Inc

日付
#
会社
インサイダー
取引
取引
株式 1株当たりの株価 合計金額 その後の株式数 ソース
11 Jun 2020 Charles G Goldman
Chief Executive Officer
販売 7,891 25.86$ 204,061$
11 Jun 2020
0
8 Jun 2020 Charles G Goldman
Chief Executive Officer
販売 31,182 28.15$ 877,773$
8 Jun 2020
7,891
3 Jun 2020 Charles G Goldman
Chief Executive Officer
販売 28,650 26.97$ 772,691$
3 Jun 2020
39,073
29 May 2020 Charles G Goldman
Chief Executive Officer
販売 38,354 26.24$ 1,006,409$
29 May 2020
67,723
26 May 2020 Charles G Goldman
Chief Executive Officer
販売 86,064 26.27$ 2,260,901$
26 May 2020
106,077
20 May 2020 Charles G Goldman
Chief Executive Officer
販売 59,682 26.59$ 1,586,944$
20 May 2020
192,141
15 May 2020 Charles G Goldman
Chief Executive Officer
販売 70,344 25.61$ 1,801,510$
15 May 2020
251,823
8 May 2020 Charles G Goldman
Chief Executive Officer
販売 57,679 24.72$ 1,425,825$
8 May 2020
2,024,756
30 Apr 2020 Charles G Goldman
Chief Executive Officer
販売 153,244 23.40$ 3,585,910$
30 Apr 2020
2,173,010
27 Apr 2020 Charles G Goldman
Chief Executive Officer
販売 46,798 23.05$ 1,078,694$
27 Apr 2020
2,326,254
22 Apr 2020 Charles G Goldman
Chief Executive Officer
販売 27,589 22.16$ 611,372$
22 Apr 2020
2,373,052
17 Apr 2020 Charles G Goldman
Chief Executive Officer
販売 7,040 22.09$ 155,514$
17 Apr 2020
2,400,641
14 Apr 2020 Charles G Goldman
Chief Executive Officer
販売 550 22.00$ 12,100$
14 Apr 2020
2,407,681
8 Apr 2020 Charles G Goldman
Chief Executive Officer
販売 4,200 22.03$ 92,526$
8 Apr 2020
2,408,231
10 Mar 2020 Charles G Goldman
Chief Executive Officer
販売 15,063 22.54$ 339,520$
10 Mar 2020
2,412,431
5 Mar 2020 Charles G Goldman
Chief Executive Officer
販売 37,287 24.35$ 907,938$
5 Mar 2020
2,427,494
2 Mar 2020 Charles G Goldman
Chief Executive Officer
販売 19,346 26.37$ 510,154$
2 Mar 2020
2,464,781
5 May 2015 Charles G Goldman
Chief Executive Officer
販売 90,575 23.49$ 2,127,607$
5 May 2015
2,082,435
29 Aug 2008 Charles G Goldman
EVP - Strategy、Corp. Dev.
販売 1,120 24.06$ 26,947$
29 Aug 2008
2,537
27 Apr 2007 Charles G Goldman
EVP - Strategy、Corp. Dev.
販売 1,325 19.75$ 26,169$
27 Apr 2007
1,416
25 Jan 2005 Charles G Goldman
EVP - Strategy、Corp. Dev.
販売 1,000 11.27$ 11,270$
25 Jan 2005
3,125


Assetmark Inc executives and stock owners

Assetmark Inc executives and other stock owners filed with the SEC include: