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| ARK & TLK Investments LLC
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| |
|---|---|
| CRD # | 205512 |
| SEC # | 801-96254 |
| CIK # | 0002013188 |
| AUM | $547.3 MM (2024-06-26) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 405-705-2906 |
| Address | 7308 N Classen Blvd Oklahoma City, OK 73116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 1.9 | |
| AAPL | 2,382,844.0 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 61.9 |
| (b) Individuals (high net worth individuals) | 109 | 443.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 39.1 |
| (n) Other | 0 | 0.0 |
| Total | 979 | 547.3 |
| By Discretionary | ||
| Discretionary | 963 | 519.9 |
| Non-Discretionary | 16 | 27.4 |
| Total | 979 | 547.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 547.3 | |
| Total | 979 | 547.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002013188] |
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|---|---|---|
|
Benchmark Financial Wealth Advisors LLC
✚
|
FL | 0.5 |
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LWS Wealth Advisors Inc
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NJ | 0.5 |
|
New World Advisors LLC
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MA | 0.5 |
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CO | 0.5 |
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EWG Elevate Inc
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CA | 0.5 |
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Signal Securities Inc
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TX | 0.5 |
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ABS Legacy Partners LLC
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NC | 0.5 |
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Gradient Capital Advisors LLC
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CA | 0.5 |
|
Delap Wealth Advisory LLC
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OR | 0.5 |
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Rowling & Associates LLC
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CA | 0.5 |