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BROADMARK ASSET MANAGEMENT LLC
200 Crescent Court
Suite 1200
Dallas, Texas 75201
Tel: 2147566900
About BROADMARK ASSET MANAGEMENT LLC
BROADMARK ASSET MANAGEMENT LLC, formally registered with the SEC as BROADMARK ASSET MANAGEMENT LLC. The firm was established in 09/07/2000. They have over 2 offices throughout the country.
BROADMARK ASSET MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $311,052,815 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109422 |
| SEC# | 801-57807 |
| Assets Managed by Firm | $311,052,815 |
| No. of Clients | 3 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIOS FOR WRAP ACCOUNT SPONSORS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $311,052,815 |
| Corporations or other businesses | Fewer than 5 clients | $3,466,978 |
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