$79.3M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
0 Employees
72 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-16-2005
- Office Locations
- 1
Office Locations
1010 S. Garfield Avenue Suite 409 Traverse City MI
About ARK Advisors, LLC
ARK Advisors, LLC is a Traverse City-based RIA. The firm has been operating for 21 years. Managing $79.3M in total assets under management,
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARK RUSSELL FOLGMANN
Owner, President
- CRD
- #1128290
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,947,350 | -- |
| Non-Discretionary | $56,346,549 | -- |
| Total | $79,293,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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