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Home > Retirement Planners > colorado > denver > M.Z. KARK & ASSOCIATES, INC
M.Z. KARK & ASSOCIATES, INC
720 S Colorado Blvd.
Suite 613-S
Denver, Colorado 80246
Tel: 303-623-1818
About M.Z. KARK & ASSOCIATES, INC
MZ KARK & ASSOCIATES, INC, formally registered with the SEC as MZ KARK & ASSOCIATES, INC. The firm was established in 01/15/1985. They have over 1 offices throughout the country.
M.Z. KARK & ASSOCIATES, INC is a Denver, Colorado based Financial Planning firm with nearly $286,197,471 assets under management, offering retirement planning & investment advisory services to 1454 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106627 |
| SEC# | 801-23074 |
| Assets Managed by Firm | $286,197,471 |
| No. of Clients | 1454 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1454 | $286,197,471 |
| Individuals (other than high net worth individuals) | 72 | $32,468,566 |
| High net worth individuals | 83 | $245,105,808 |
| Pension and profit sharing plans | 1 | $5,586,128 |
| Corporations or other businesses | 1 | $3,036,969 |
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