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Building 2ARK INVEST

Map pinST. PETERSBURG, FL
Phone727-810-8160
NotebookSEC #801-79081
Total AUM
$16B
Employees
58
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CENTRAL AVENUE
SUITE 220
ST. PETERSBURG
FL 33701
United States
Operating Hours
9:00A.M. - 5:30 P.M.
Monday - Friday
Phone
727-810-8160

ReceiptFinancials

Total AUM
$16B
Accounts
34
Discretionary
$16B
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
12
AUM
$14B
Pooled Vehicle Clients
22
AUM
$1.6B
Pension/Profit Sharing Plan Clients
1
AUM
$33.8M
Government Entity Clients
1
AUM
$413.7M
Investment Advisor Clients
27
AUM
$3.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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