$16.1M Total AUM
$16.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Radial legacy
- Established Date
- 03-08-2017
- Office Locations
- 1
Office Locations
-- Carlsbad CA
About MK Investment Advisors, LLC
MK Investment Advisors provides discretionary investment management and financial planning for individuals and high net worth families, as well as trusts, estates, and pension/profit-sharing plans. Portfolios are primarily implemented with ETFs and other public funds, and the firm custodies with Interactive Brokers.
Team overview
-- AVG AGE
$16.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Beacon Summit
Client Personas
Optima
Custodian
Insight bridge Signal value
Investment Themes
North Horizon atlas
Investment Vehicles
Eagle
Services
North Radial crest Value radial Foundation alpha
Technology
Signal north
Owner & Executives
M
MATTHEW H KATHER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2854397
- Ownership
- 75% or more
(667) 987-7906
signal.ember@quantumcapital.com
in linkedin.com/in/horizon-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,105,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,105,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,105,000
Equity - Exchange:
35.6% Public Funds:
12.0% U.S. Government/Agency:
39.4% Cash:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,598,666,483 | 35.6% |
| Public Funds | $538,876,342 | 12.0% |
| U.S. Government/Agency | $1,769,310,658 | 39.4% |
| Cash | $583,782,704 | 13.0% |
| Total | $4,490,636,187 | 100.0% |