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Building 2M.Z. KARK & ASSOCIATES, INC

Map pinDENVER, CO
Phone303-623-1818
NotebookSEC #801-23074
Total AUM
$369.6M
Employees
4
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
720 S COLORADO BLVD.
SUITE 613-S
DENVER
CO 80246
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
303-623-1818

ReceiptFinancials

Total AUM
$369.6M
Accounts
1,308
Discretionary
$329M
Accounts
1,230
Non-Discretionary
$40.7M
Accounts
78

ContactClients

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Individual Clients
71
AUM
$23.4M
HNW Individual Clients
94
AUM
$343.7M
Corporation or Business Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILLAMDPATXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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