This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 04-14-2010
- Office Locations
- 1
Office Locations
About Atlasmark Financial, Inc.
Atlasmark Financial is an Austin, TX-based RIA providing comprehensive financial planning and investment management for families, including risk, retirement and cash-flow planning, tax-efficient portfolio construction, and ongoing monitoring. The firm also supports college and estate planning, philanthropy, family governance, and business succession, with a consolidated client portal. Investment implementation commonly uses mutual funds and ETFs.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIK JON ANDERSON
Chief Compliance Officer, President, Secretary, TREASURER
- CRD
- #4541805
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,571,101 | $611,153 |
| Non-Discretionary | $0 | -- |
| Total | $228,571,101 | $611,153 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $228,571,101
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,938,373,381 | 35.0% |
| Equity - Exchange | $1,805,000,791 | 21.5% |
| Cash | $1,116,581,885 | 13.3% |
| Private Funds | $2,535,396,459 | 30.2% |
| Total | $8,395,352,516 | 100.0% |