Atlasmark Financial, Inc. is a large advisory firm based in Austin. It manages $411.91 million of regulatory assets for 4,474 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Connecticut, and 16 other states.
Atlasmark Financial provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atlasmark Financial, Inc. is $411.91 million. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Atlasmark Financial, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Atlasmark Financial is pension and profit sharing plans with 125 clients and $212.54 million of assets under management. Among the 12 most similar advisory firms, Atlasmark Financial has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $407.56 million for 4,338 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Atlasmark Financial doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 7 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Atlasmark Financial, Inc. performs its advisory services is located at 12466 Los Indios Trail, Austin, TX 78729, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-258-4040 or by fax 512-258-4958. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at atlasmark.com.