$16.1M Total AUM
$16.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
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
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Request access to benchmark trends tied to summit element.
Premium access reveals conviction themes in oak prime.
Full visibility includes strategy notes for alpha wave.
Upgrade to reveal position-level detail across prime meridian.
Unlock to see real insight on catalyst eagle.
See the complete signal summary connected to summit.
Open the full profile to inspect shifts in pathway summit.
Unlock to see real insight on pioneer eagle ridge.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |