Atlasmark Financial, Inc.

AtlasMark Financial, Inc. is a Texas corporation established in December 2010, with Erik J. Anderson as the sole owner. The firm specializes in offering personalized investment advisory services, including asset management and retirement plan services. They provide continuous supervision over client accounts, offer fiduciary reviews for retirement plan sponsors, and tailor advisor services to individual client needs. AtlasMark Financial does not act as a portfolio manager of wrap-fee programs and manages client assets totaling $822,183,475 as of December 31, 2024. For asset management services, fees are based on individual needs and investment advice, not exceeding 1.50% annually. Retirement plan services are also offered with a maximum management fee of 1.00% annually. The firm primarily recommends domestic and international equity mutual funds or ETFs and fixed income mutual funds or ETFs. Investment strategies include long-term purchases, short-term purchases, and trading. AtlasMark Financial operates on a discretionary basis, making decisions without consulting clients before transactions. The firm has a business continuity and contingency plan in place to respond to significant disruptions. They have a policy of safeguarding client information and restrict access to personal data. The firm does not disclose customer information to non-affiliated third parties except as permitted by law.