← Back to searchVisit website
BROADMARK ASSET MANAGEMENT LLC
CRD 109422 · SEC 801-57807
200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201, United States
Phone
2147566900
Fax
214.756.6979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.4M
Discretionary AUM
$238.4M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)MODEL PORTFOLIOS FOR WRAP ACCOUNT SPONSORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $234.1M |
States served
CA, TX
All web addresses on file
- https://www.youtube.com/channel/UC1QSC4T_ONtHi-SC3cIrDOQ
- https://www.westwoodetfs.com
- https://www.linkedin.com/company/broadmark-asset-management-llc/
- HTTPS://WWW.BROADMARKASSET.COM
- HTTP://FACEBOOK.COM/WESTWOODHOLDINGSGROUP/
- HTTP://TWITTER.COM/WESTWOOD_GROUP
- HTTP://WWW.ASKWEALTHCOACH.COM
- HTTP://WWW.WESTWOODFUNDS.COM
- HTTP://WWW.WESTWOODGROUP.COM
- https://www.linkedin.com/company/westwoodholdingsgroup
Official SEC filing: View on IAPD