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M.Z. KARK & ASSOCIATES, INC
CRD 106627 · SEC 801-23074
720 S COLORADO BLVD., SUITE 613-S, DENVER, CO, 80246, United States
Phone
303-623-1818
Fax
303-623-2018
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.6M
Discretionary AUM
$329.0M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $23.4M |
| High net worth individuals | 94 | $343.7M |
| Corporations/business entities | 1 | $2.5M |
States served
CA, CO, IL, LA, MD, PA, VA, TX
All web addresses on file
Official SEC filing: View on IAPD