1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BROADMARK ASSET MANAGEMENT LLC

Map pinDALLAS, TX
Phone2147566900
NotebookSEC #801-57807
Total AUM
$238.4M
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CRESCENT COURT
SUITE 1200
DALLAS
TX 75201
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
2147566900

ReceiptFinancials

Total AUM
$238.4M
Accounts
4
Discretionary
$238.4M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
2
AUM
$234.1M
Corporation or Business Clients
1
AUM
$4.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PORTFOLIOS FOR WRAP ACCOUNT SPONSORS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

Feature requires an account