M.Z. KARK & ASSOCIATES, INC
CRD #106627 SEC #801-23074 DENVER, CO 303-623-1818
SEC Registered
Total AUM
$305.2M
Discretionary
$260.6M
Employees
4
Clients
101
Accounts
2,453
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $305.2M | $260.6M | $44.7M | 4 | 0 |
| Feb 2024 | $286.2M | $250.9M | $35.3M | 5 | 0 |
| Feb 2023 | $258.3M | $228M | $30.2M | 5 | 0 |
| Mar 2022 | $292.5M | $251.7M | $40.8M | 5 | 0 |
| Mar 2021 | $266.7M | $266.7M | $0 | 5 | 0 |
| Aug 2020 | $226.6M | $226.6M | $0 | 5 | 0 |
| Jun 2020 | $226.6M | $226.6M | $0 | 5 | 0 |
| Mar 2020 | $226.6M | $226.6M | $0 | 5 | 0 |
| Apr 2019 | $188M | $188M | $0 | 5 | 0 |
| Mar 2019 | $188M | $188M | $0 | 5 | 0 |
| Jul 2018 | $192.3M | $192.3M | $0 | 5 | 118 |
| May 2018 | $192.3M | $192.3M | $0 | 5 | 118 |
| Mar 2018 | $192.3M | $192.3M | $0 | 5 | 118 |
| Apr 2017 | $168.6M | $168.6M | $0 | 5 | 116 |
| Mar 2017 | $168.6M | $168.6M | $0 | 5 | 116 |
| Mar 2016 | $156.8M | $156.8M | $0 | 5 | 115 |
| Jul 2015 | $169.1M | $169.1M | $0 | 5 | 100 |
| Mar 2015 | $161.4M | $158.7M | $2.7M | 5 | 100 |
| Mar 2014 | $153.4M | $146.6M | $6.7M | 5 | 100 |
| Dec 2013 | $120.8M | $117.4M | $3.4M | 4 | 26 |
| Mar 2013 | $120.8M | $117.4M | $3.4M | 4 | 26 |
| Mar 2012 | $107.7M | $96.8M | $10.9M | 1 | 26 |
| Mar 2009 | $79.7M | $0 | $79.7M | 5 | -- |
| Mar 2008 | $36.5M | $0 | $36.5M | 5 | -- |
| Mar 2007 | $36.2M | $0 | $36.2M | 5 | -- |
| Mar 2006 | $31.7M | $0 | $31.7M | 5 | -- |
| Nov 2003 | $37.7M | $0 | $37.7M | 5 | -- |
| Nov 2003 | $60M | $0 | $60M | 5 | -- |
DateMar 2025
Total AUM$305.2M
Discretionary$260.6M
Non-Disc.$44.7M
Employees4
Clients0
DateFeb 2024
Total AUM$286.2M
Discretionary$250.9M
Non-Disc.$35.3M
Employees5
Clients0
DateFeb 2023
Total AUM$258.3M
Discretionary$228M
Non-Disc.$30.2M
Employees5
Clients0
DateMar 2022
Total AUM$292.5M
Discretionary$251.7M
Non-Disc.$40.8M
Employees5
Clients0
DateMar 2021
Total AUM$266.7M
Discretionary$266.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees5
Clients118
DateMay 2018
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees5
Clients118
DateMar 2018
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees5
Clients118
DateApr 2017
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients116
DateMar 2017
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients116
DateMar 2016
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees5
Clients115
DateJul 2015
Total AUM$169.1M
Discretionary$169.1M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$161.4M
Discretionary$158.7M
Non-Disc.$2.7M
Employees5
Clients100
DateMar 2014
Total AUM$153.4M
Discretionary$146.6M
Non-Disc.$6.7M
Employees5
Clients100
DateDec 2013
Total AUM$120.8M
Discretionary$117.4M
Non-Disc.$3.4M
Employees4
Clients26
DateMar 2013
Total AUM$120.8M
Discretionary$117.4M
Non-Disc.$3.4M
Employees4
Clients26
DateMar 2012
Total AUM$107.7M
Discretionary$96.8M
Non-Disc.$10.9M
Employees1
Clients26
DateMar 2009
Total AUM$79.7M
Discretionary$0
Non-Disc.$79.7M
Employees5
Clients--
DateMar 2008
Total AUM$36.5M
Discretionary$0
Non-Disc.$36.5M
Employees5
Clients--
DateMar 2007
Total AUM$36.2M
Discretionary$0
Non-Disc.$36.2M
Employees5
Clients--
DateMar 2006
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees5
Clients--
DateNov 2003
Total AUM$37.7M
Discretionary$0
Non-Disc.$37.7M
Employees5
Clients--
DateNov 2003
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees5
Clients--