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Last updated: February 18th, 2020. Data source: SEC filings.
M.Z. Kark & Associates, federally registered in 1985, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. M.Z. Kark & Associates manages $188.0 million and provides investment advisory services for 129 clients (1:65 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||21|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$1,457,584|
|Total AUM||$188.0 million|
|Advisor / Client Ratio||1:65|
|SEC Filings||View SEC IAPD CRD #106627|
|State(s) Registered||CO, IL, LA, TX, VA|