M.Z. KARK & ASSOCIATES, INC
Total AUM
$369.6M
Employees
4Clients
166Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
720 S COLORADO BLVD.
SUITE 613-S
DENVER
CO 80246
United States
SUITE 613-S
DENVER
CO 80246
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
303-623-1818
Financials
Total AUM
$369.6M
Accounts
1,308Discretionary
$329M
Accounts
1,230Non-Discretionary
$40.7M
Accounts
78
Clients
Individual Clients
71AUM
$23.4M
HNW Individual Clients
94AUM
$343.7M
Corporation or Business Clients
1AUM
$2.5M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOILLAMDPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.