Kark M Z & Associates Inc is a large advisory firm based in Denver. It manages $169.1 million of regulatory assets for 1,383 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Texas, and Virginia.
Kark M Z & Associates provides portfolio management for individuals and small businesses, selection of other advisers, and financial consulting. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kark M Z & Associates Inc is $169.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kark M Z & Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kark M Z & Associates Inc performs its advisory services is located at 720 S Colorado Blvd., Denver, CO 80246, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-623-1818 or by fax 303-623-2018. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at mzkark.com.