M
CRD: 141887
Mark L. Westerman, CPA
Victoria, TX
3615755627
$74.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-19-2007
- Office Locations
- 1
Office Locations
-- Victoria TX
About Mark L. Westerman, CPA
Mark L. Westerman, CPA is a Victoria-based RIA. The firm has been operating for 19 years. Managing $74.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$74.0M AVG AUM / ADVISOR
$925.1K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Owner & Executives
M
MARK LEE WESTERMAN
Owner
- CRD
- #1791161
- Ownership
- 75% or more
(564) 955-4829
catalyst.glacier@matrixcapital.com
in linkedin.com/in/element-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $74,004,303 | -- |
| Total | $74,004,303 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,004,303
U.S. Government/Agency:
19.7% Equity - Exchange:
23.2% Municipal Bonds:
39.4% Cash:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $997,309,737 | 19.7% |
| Equity - Exchange | $1,174,496,746 | 23.2% |
| Municipal Bonds | $1,994,619,473 | 39.4% |
| Cash | $896,060,017 | 17.7% |
| Total | $5,062,485,973 | 100.0% |