ATLASMARK FINANCIAL, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $228.6M |
| Discretionary | $228.6M100% of AUM |
| Client Accounts | 374 |
| Avg Account Size | $611K |
| Employees | 1 |
| Peak AUM | $822.2MJan 2025 |
AUM by Client Type
Total AUM
$229M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $229M | 72.2% | 29.5% | 17.7% | |
| Discretionary AUM | $229M | ||||
Key Metrics
| Total AUM | $228.6M |
| Discretionary | $228.6M |
| Employees | 1 |
| Client Accounts | 374 |
Contact & Location
Address
12466 LOS INDIOS TRAIL
AUSTIN TX 78729
Phone
512-270-2900
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$229M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported