|
⚲
|
| MZ KARK & Associates Inc
✚
|
|
|---|---|
| CRD # | 106627 |
| SEC # | 801-23074 |
| CIK # | |
| AUM | $258.3 MM (2023-02-23) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 303-623-1818 |
| Address | 720 S Colorado Blvd Denver, CO 80246 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 196.2 |
| (b) Individuals (high net worth individuals) | 77 | 53.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,738 | 258.3 |
| By Discretionary | ||
| Discretionary | 1,661 | 228.0 |
| Non-Discretionary | 77 | 30.2 |
| Total | 1,738 | 258.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.3 | |
| Total | 1,738 | 258.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marin Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Avisen Advisors LLC
✚
|
CA | 0.3 |
|
Presidio Capital Management LLC
✚
|
CA | 0.3 |
|
Preserver Partners LLC
✚
|
TN | 0.3 |
|
Etesian Wealth Advisors Inc
✚
|
OR | 0.3 |
|
Financial Planning Solutions LLC
✚
|
MA | 0.3 |
|
L K Benson & Company PC
✚
|
MD | 0.3 |
|
Giverny Capital Advisors LLC
✚
|
NJ | 0.3 |
|
S&A Financial Services Inc
✚
|
KS | 0.3 |
|
O'Boyle Wealth Management Inc
✚
|
CA | 0.3 |