M.z. Kark & Associates, Inc
● SEC registered since 1985CRD 106627SEC# 801-23074Denver, CO
Reg. AUM
$369.6M
Employees
4
Accounts
1,308
Location
Denver, CO
About M.z. Kark & Associates
M.Z. Kark & Associates provides financial planning and wealth management covering retirement, tax review, education savings, insurance, investment analysis, and business consulting. It emphasizes adding value by keeping all aspects of clients' financial needs in good order.
Summary based on the firm’s website.
M.z. Kark & Associates, Inc assets under management
M.z. Kark & Associates, Inc is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 1985. It reports $369.6 million in regulatory assets under management and employs 4 people.
M.z. Kark & Associates, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Kark | President/Secretary/Treasurer | Over 75% | 1998 |
| Armando Blanco | Associate | 5-10% | 2019 |
| Courtney Lea Nelson Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does M.z. Kark & Associates, Inc manage?
M.z. Kark & Associates, Inc reports $369.6 million in regulatory assets under management on its Form ADV.
How many employees does M.z. Kark & Associates, Inc have?
M.z. Kark & Associates, Inc reports 4 employees.
Where is M.z. Kark & Associates, Inc located?
M.z. Kark & Associates, Inc is based in Denver, CO and has been SEC-registered since 1985.
Does M.z. Kark & Associates, Inc disclose fund performance?
M.z. Kark & Associates, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 720 S Colorado Blvd., Suite 613-S, Denver, CO 80246 |
| Phone | 303-623-1818 |
| Fax | 303-623-2018 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$369.6M▲ 21%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$369.6Mregulatory AUM
Discretionary $329MNon-discretionary $40.7M