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ATLASMARK FINANCIAL, INC.
CRD 152635 · SEC 801-107434
12466 LOS INDIOS TRAIL, SUITE 200, AUSTIN, TX, 78729, United States
Phone
512-270-2900
Fax
512-270-2050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.6M
Discretionary AUM
$228.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $26.5M |
| High net worth individuals | 35 | $175.7M |
| Pension/profit sharing plans | 8 | $11.0M |
| Charitable organizations | 4 | $15.1M |
| Corporations/business entities | 2 | $250K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD