ATLASMARK FINANCIAL, INC.

Overview

Atlasmark Financial, Inc. is an individually owned advisory firm registered with the SEC in 2016 that manages portfolios for both high-net-worth individuals/families and institutional clients. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management services for individuals, small businesses and institutions. Filings indicate a clear preference for pooled public vehicles—mutual funds and other public funds make up the bulk of invested assets—while the firm also draws on private-market and real-asset strategies to complement traditional holdings. Atlasmark does not market itself as an active ESG investor and is not listed as a multi-state adviser. Its advisory activity is concentrated in discretionary management rather than non-discretionary or consulting-only engagements. The mix of product usage suggests a blended approach: core exposure through public funds and mutual funds, supplemented by alternative allocations and fixed-income instruments to address income, diversification and private-market access for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices