Atlasmark Financial, Inc.

Atlasmark Financial, Inc. (CRD# 152635) is a financial advisory firm headquartered in Austin, TX. They manage $234,734,363 in 338 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $694,480
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, HI, KS, LA, MA, MD, MS, NC, NE, NM, NY, OK, TX, UT

Financial Advisors at Atlasmark Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Erik J. Anderson
CRD#: 4541805
12466 Los Indios Trl, Suite 200, Austin, TX 78729
96
Wealthminder
score

Erik Anderson (CRD# 4541805) is an Investment Advisor Representative working at Atlasmark Financial, Inc. in Austin, TX and has over 8 years of experience in the finance industry. Erik Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.