Atlasmark Financial, Inc.
Atlasmark Financial, Inc. (CRD# 152635) is a financial advisory firm headquartered in Austin, TX. They manage $647,941,456 in 4,409 accounts and serve the financial needs of clients across 34 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management648MILLION
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Total Number of Accounts4,409ACCOUNTS
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Average Account Value$146,959
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OK, SC, TN, TX, VA, WA
Financial Advisors at Atlasmark Financial, Inc.
1
Erik Anderson (CRD# 4541805) is an Investment Advisor Representative working at Atlasmark Financial, Inc. in Austin, TX and has over 15 years of experience in the finance industry.
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