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Building 2ATLASMARK FINANCIAL, INC.

Map pinAUSTIN, TX
Phone512-270-2900
NotebookSEC #801-107434
Total AUM
$228.6M
Employees
1
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12466 LOS INDIOS TRAIL
SUITE 200
AUSTIN
TX 78729
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
512-270-2900

ReceiptFinancials

Total AUM
$228.6M
Accounts
374
Discretionary
$228.6M
Accounts
374
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$26.5M
HNW Individual Clients
35
AUM
$175.7M
Pension/Profit Sharing Plan Clients
8
AUM
$11M
Charitable Organization Clients
4
AUM
$15.1M
Corporation or Business Clients
2
AUM
$249.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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