AssetMark, Inc. data breach

Clerk's notes

AssetMark, Inc. confirmed a data security incident that occurred on May 15, 2026. The company, which provides services to independent financial advisors and their clients, subsequently reported this breach to the Oregon Attorney General on June 11, 2026.

The compromised information includes several categories of sensitive client data. Specifically, the reported exposure involves Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Investment Portfolio Details, Transaction History, and Mailing Address.

The exposure of this type of detailed financial and personal information carries substantial risks for affected individuals. It could lead to potential identity theft, unauthorized access to financial accounts, or other forms of financial fraud. Individuals should remain vigilant for suspicious activity and be aware of these risks.

For those who received a data breach notification letter from AssetMark, Inc., this letter serves as formal confirmation that their confidential information was compromised while entrusted to the company. Understanding the nature and scope of the exposed data is an important step in protecting oneself.

If you received a notification regarding the AssetMark, Inc. data breach, it is prudent to consider your options. Individuals affected by data security incidents often seek to understand their legal rights and potential avenues for recourse. A professional review of your specific situation can help clarify these next steps.

If a notification letter about this breach reached you, see every Oregon data breach on file or browse all cases.