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Home > Retirement Planners > texas > austin > ATLASMARK FINANCIAL, INC.
ATLASMARK FINANCIAL, INC.
12466 Los Indios Trail
Suite 200
Austin, Texas 78729
Tel: 512-258-4040
About ATLASMARK FINANCIAL, INC.
ATLASMARK FINANCIAL, INC, formally registered with the SEC as ATLASMARK FINANCIAL, INC. The firm was established in 03/14/2016. They have over 1 offices throughout the country.
ATLASMARK FINANCIAL, INC. is a Austin, Texas based Financial Planning firm with nearly $822,183,475 assets under management, offering retirement planning & investment advisory services to 4489 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152635 |
| SEC# | 801-107434 |
| Assets Managed by Firm | $822,183,475 |
| No. of Clients | 4489 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4489 | $822,183,475 |
| Individuals (other than high net worth individuals) | 3998 | $224,972,944 |
| High net worth individuals | 43 | $112,990,631 |
| Pension and profit sharing plans | 173 | $438,009,524 |
| Charitable organizations | 6 | $33,566,996 |
| Corporations or other businesses | 5 | $12,643,380 |
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