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M.z. Kark & Associates, Inc

● SEC registered since 1985CRD 106627SEC# 801-23074Denver, CO
Export (members)
Reg. AUM
$369.6M
Employees
4
Accounts
1,308
Location
Denver, CO

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
NameTitleOwnershipSince
Andrew Michael KarkPresident/Secretary/TreasurerOver 75%1998
Armando BlancoAssociate5-10%2019
Courtney Lea Nelson ControlChief Compliance OfficerUnder 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

Address720 S Colorado Blvd., Suite 613-S, Denver, CO 80246
Phone303-623-1818
Fax303-623-2018
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$369.6M▲ 21%
Mar '25 — $305.2MApr '25 — $305.2MMay '25 — $305.2MJun '25 — $305.2MJul '25 — $305.2MAug '25 — $305.2MSep '25 — $305.2MOct '25 — $305.2MNov '25 — $305.2MDec '25 — $305.2MJan '26 — $305.2MFeb '26 — $305.2MMar '26 — $369.6MApr '26 — $369.6MMay '26 — $369.6MJun '26 — $369.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$369.6Mregulatory AUM
Discretionary $329MNon-discretionary $40.7M