ATLASMARK FINANCIAL, INC.
Adviser information for ATLASMARK FINANCIAL, INC. last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4,404 | $640.8M |
| Non-Discretionary | 5 | $7.2M |
| Total | 4,409 | $647.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 4,221 | $204.3M |
| HNW Individuals | 47 | $108.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 130 | $292.2M |
| Charitable organizations | 6 | $30.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $12.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-107434 |
|---|---|
| SEC ERA File Number | 801-107434 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152635 |
| Legal Entity Identifier | None |
Principal Office
12466 LOS INDIOS TRAILSUITE 200
AUSTIN
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 512-258-4040, Fax: 512-258-4958
Chief Compliance Officer
ERIK J. ANDERSON
PRESIDENT
12466 LOS INDIOS TRAIL
SUITE 200
AUSTIN
TX
United States
Tel:
512-258-4040
Fax:
512-258-4958
E********@******T
(Full email address available in API data)
Regulatory Contact
ERIK J. ANDERSON
PRESIDENT
12466 LOS INDIOS TRAIL
SUITE 200
AUSTIN
TX
United States
Tel:
512-258-4040
Fax:
512-258-4958
E********@******T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDERSON, ERIK, JON | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER | 02/2010 | < 5% |
| GASPAR HOLDINGS, LLC | Domestic Entity | – | OWNER | 03/2011 | > 75% |
| ANDERSON, ERIK, JON | Individual | GASPAR HOLDINGS, LLC | SOLE MEMBER | 03/2011 | > 75% |