ATLASMARK FINANCIAL, INC.
CRD #152635 SEC #801-107434 AUSTIN, TX 512-270-2900
SEC Registered
Total AUM
$224.3M
Discretionary
$224.3M
Employees
1
Clients
--
Accounts
409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $224.3M | $224.3M | $0 | 1 | 0 |
| Feb 2025 | $822.2M | $822.2M | $0 | 9 | 0 |
| Jan 2025 | $822.2M | $822.2M | $0 | 9 | 0 |
| May 2024 | $647.9M | $640.8M | $7.2M | 9 | 0 |
| Mar 2024 | $647.9M | $640.8M | $7.2M | 9 | 0 |
| Nov 2023 | $635.7M | $630.3M | $5.4M | 10 | 0 |
| Feb 2023 | $635.7M | $630.3M | $5.4M | 10 | 0 |
| Feb 2022 | $728.7M | $722.4M | $6.3M | 11 | 0 |
| Nov 2021 | $585.4M | $580.8M | $4.6M | 12 | 0 |
| Apr 2021 | $585.4M | $580.8M | $4.6M | 12 | 0 |
| Mar 2021 | $585.4M | $580.8M | $4.6M | 12 | 0 |
| Jun 2020 | $515.9M | $445.9M | $70M | 13 | 0 |
| Mar 2020 | $515.9M | $445.9M | $70M | 13 | 0 |
| Mar 2019 | $411.9M | $405.2M | $6.7M | 15 | 0 |
| Mar 2018 | $419.4M | $414.7M | $4.7M | 15 | 0 |
| Mar 2017 | $351.8M | $347.6M | $4.2M | 14 | 3,300 |
| Nov 2016 | $234.7M | $233.1M | $1.7M | 9 | 300 |
| May 2016 | $234.7M | $233.1M | $1.7M | 1 | 300 |
| Mar 2016 | $234.7M | $233.1M | $1.7M | 1 | 300 |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
| Feb 2010 | $0 | $0 | $0 | 5 | -- |
DateJul 2025
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$822.2M
Discretionary$822.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2025
Total AUM$822.2M
Discretionary$822.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$647.9M
Discretionary$640.8M
Non-Disc.$7.2M
Employees9
Clients0
DateMar 2024
Total AUM$647.9M
Discretionary$640.8M
Non-Disc.$7.2M
Employees9
Clients0
DateNov 2023
Total AUM$635.7M
Discretionary$630.3M
Non-Disc.$5.4M
Employees10
Clients0
DateFeb 2023
Total AUM$635.7M
Discretionary$630.3M
Non-Disc.$5.4M
Employees10
Clients0
DateFeb 2022
Total AUM$728.7M
Discretionary$722.4M
Non-Disc.$6.3M
Employees11
Clients0
DateNov 2021
Total AUM$585.4M
Discretionary$580.8M
Non-Disc.$4.6M
Employees12
Clients0
DateApr 2021
Total AUM$585.4M
Discretionary$580.8M
Non-Disc.$4.6M
Employees12
Clients0
DateMar 2021
Total AUM$585.4M
Discretionary$580.8M
Non-Disc.$4.6M
Employees12
Clients0
DateJun 2020
Total AUM$515.9M
Discretionary$445.9M
Non-Disc.$70M
Employees13
Clients0
DateMar 2020
Total AUM$515.9M
Discretionary$445.9M
Non-Disc.$70M
Employees13
Clients0
DateMar 2019
Total AUM$411.9M
Discretionary$405.2M
Non-Disc.$6.7M
Employees15
Clients0
DateMar 2018
Total AUM$419.4M
Discretionary$414.7M
Non-Disc.$4.7M
Employees15
Clients0
DateMar 2017
Total AUM$351.8M
Discretionary$347.6M
Non-Disc.$4.2M
Employees14
Clients3,300
DateNov 2016
Total AUM$234.7M
Discretionary$233.1M
Non-Disc.$1.7M
Employees9
Clients300
DateMay 2016
Total AUM$234.7M
Discretionary$233.1M
Non-Disc.$1.7M
Employees1
Clients300
DateMar 2016
Total AUM$234.7M
Discretionary$233.1M
Non-Disc.$1.7M
Employees1
Clients300
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--