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).
Total Assets Under Management235MILLION
Total Number of Accounts338ACCOUNTS
Average Account Value$694,480
- A percentage of assets under your management
- 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)
AZ, CA, CT, DE, FL, GA, HI, KS, LA, MA, MD, MS, NC, NE, NM, NY, OK, TX, UT
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.