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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Value zenithOak
- Established Date
- 01-15-1985
- Office Locations
- 1
Office Locations
About M.z. Kark & Associates, INC
M.Z. Kark & Associates is a Denver-based, fee-only RIA providing holistic wealth management—retirement planning, tax and insurance reviews, education planning, and investment analysis—built around a risk assessment and custom allocation plan. Ongoing monitoring includes quarterly investment reporting with an economic outlook. Portfolios lean heavily on ETFs and are typically custodied at Charles Schwab.
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Owner & Executives
ANDREW MICHAEL KARK
Partner, President, Secretary, TREASURER
- CRD
- #4366158
- Ownership
- 75% or more
ARMANDO BLANCO
ASSOCIATE, Financial Advisor
- CRD
- --
- Ownership
- 5% but less than 10%
Foundation peak
Quantum harbor
- CRD
- #20146
- Ownership
- 37.3%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,979,350 | $267,463 |
| Non-Discretionary | $40,659,592 | $521,277 |
| Total | $369,638,942 | $282,599 |
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Separately Managed Accounts
Total SMA Asset: $369,638,942
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,731,801,613 | 30.5% |
| Other | $2,812,412,152 | 31.4% |
| Cash | $1,827,172,226 | 20.4% |
| U.S. Government/Agency | $1,585,340,609 | 17.7% |
| Total | $8,956,726,600 | 100.0% |