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Atlasmark Financial, Inc.

● SEC registered since 2016CRD 152635SEC# 801-107434Austin, TX
Export (members)
Reg. AUM
$228.6M
Employees
1
Accounts
374
Location
Austin, TX

Atlasmark Financial, Inc. assets under management

Atlasmark Financial, Inc. is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2016. It reports $228.6 million in regulatory assets under management and employs 1 people.

Atlasmark Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Erik Jon Anderson ControlPresident, Chief Compliance Officer, Secretary, TreasurerOver 75%2010

Frequently asked questions

How much does Atlasmark Financial, Inc. manage?

Atlasmark Financial, Inc. reports $228.6 million in regulatory assets under management on its Form ADV.

How many employees does Atlasmark Financial, Inc. have?

Atlasmark Financial, Inc. reports 1 employees.

Where is Atlasmark Financial, Inc. located?

Atlasmark Financial, Inc. is based in Austin, TX and has been SEC-registered since 2016.

Does Atlasmark Financial, Inc. disclose fund performance?

Atlasmark Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12466 Los Indios Trail, Suite 200, Austin, TX 78729
Phone512-270-2900
Fax512-270-2050
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$228.6M▼ 72%
Jan '25 — $822.2MFeb '25 — $822.2MMar '25 — $822.2MApr '25 — $822.2MMay '25 — $822.2MJun '25 — $822.2MJul '25 — $224.3MAug '25 — $224.3MSep '25 — $224.3MOct '25 — $224.3MNov '25 — $224.3MDec '25 — $224.3MJan '26 — $228.6MFeb '26 — $228.6MMar '26 — $228.6MApr '26 — $228.6MMay '26 — $228.6MJun '26 — $228.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$228.6Mregulatory AUM
Discretionary $228.6M