ARK INVEST

200 Central Avenue
Suite 220
St. Petersburg, Florida 33701
Tel: 727-810-8160

About ARK INVEST

ARK INVEST, formally registered with the SEC as ARK INVEST. The firm was established in 01/21/2014. They have over 1 offices throughout the country.

ARK INVEST is a St. Petersburg, Florida based Financial Planning firm with nearly $15,177,263,144 assets under management, offering retirement planning & investment advisory services to 408 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169525
SEC#	801-79081
Assets Managed by Firm	$15,177,263,144
No. of Clients	408
No. of Advisors	48

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	408	$15,177,263,144
High net worth individuals	Fewer than 5 clients	$19,720,049
Pension and profit sharing plans	Fewer than 5 clients	$22,815,048
Other investment advisers	25	$77,843,291

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