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Home > Retirement Planners > florida > st petersburg > ARK INVEST
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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