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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLANCO, ARMANDO | I | ASSOCIATE; 1% SHAREHOLDER | NA | |
| BLANCO, ARMANDO | I | ASSOCIATE; 1% SHAREHOLDER | NA | |
| BLANCO, ARMANDO | I | ASSOCIATE; 1% SHAREHOLDER | NA | |
| BLANCO, ARMANDO | I | ASSOCIATE; 1% SHAREHOLDER | NA | |
| BLANCO, ARMANDO | I | ASSOCIATE | NA | |
| BLANCO, ARMANDO | I | ASSOCIATE | NA | |
| BLANCO, ARMANDO | I | ASSOCIATE | NA | |
| KARK, ANDREW, MICHAEL | I | TREASURER; 2.5% SHAREHOLDER | NA | |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, COURTNEY, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KARK FAMILY PARTNERS | DE | 92.3% SHAREHOLDER | E | Control |
| KARK FAMILY PARTNERS | DE | 92.3% SHAREHOLDER | E | Control |
| KARK FAMILY PARTNERS | DE | 92.3% SHAREHOLDER | E | Control |
| KARK FAMILY PARTNERS | DE | 92.3% SHAREHOLDER | E | Control |
| KARK FAMILY PARTNERS | DE | 97.5% SHAREHOLDER | E | Control |
| KARK, ANDREW, MICHAEL | I | PRESIDENT/SECRETARY/TREASURER | E | |
| KARK, MARVIN, ZANE | I | PRESIDENT 92.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 92.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 92.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 92.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 92.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT 75.3% | E | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT; 74.3% SHAREHOLDER | D | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT; 74.3% SHAREHOLDER | D | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT; 74.3% SHAREHOLDER | D | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT; 74.3% SHAREHOLDER | D | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT | D | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT | D | Control |
| KARK, MARVIN, ZANE | I | PRESIDENT | D | Control |
| KARK, ANDREW, MICHAEL | I | SECRETARY & CHIEF COMPLIANCE OFFICER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | SECRETARY & CHIEF COMPLIANCE OFFICER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | SECRETARY/CHIEF COMPLIANCE OFFICER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | SECRETARY/CHIEF COMPLIANCE OFFICER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | SECRETARY/CHIEF COMPLIANCE OFFICER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER; 24.7% SHAREHOLDER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER | B | |
| KARK, ANDREW, MICHAEL | I | VICE PRESIDENT/SECRETARY/TREASURER | B | |
| BLANCO, ARMANDO | I | ASSOCIATE | A | |
| KARK, ANDREW, MICHAEL | I | TREASURER & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | TREASURER & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | TREASURER & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | TREASURER & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | TREASURER | A | |
| KARK, ANDREW, MICHAEL | I | SECRETARY & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | SECRETARY & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | SECRETARY & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | SECRETARY & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A | |
| KARK, ANDREW, MICHAEL | I | SECRETARY & CHIEF COMPLIANCE OFFICER; 7.7% SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARVIN Z KARK | FE | KARK FAMILY TRUST | F | Control |
| MARVIN Z KARK | FE | KARK FAMILY TRUST | F | Control |
| MARVIN Z KARK | FE | KARK FAMILY TRUST | F | Control |
| MARVIN Z KARK | FE | KARK FAMILY TRUST | F | Control |
| MARVIN Z KARK | FE | KARK FAMILY TRUST | F | Control |
| KARK FAMILY TRUST | FE | KARK FAMILY PARTNERS | E | Control |
| KARK FAMILY TRUST | FE | KARK FAMILY PARTNERS | E | Control |
| KARK FAMILY TRUST | FE | KARK FAMILY PARTNERS | E | Control |
| KARK FAMILY TRUST | FE | KARK FAMILY PARTNERS | E | Control |
| KARK FAMILY TRUST | FE | KARK FAMILY PARTNERS | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (7)
CA CO IL LA MD TX VA
Address
720 S COLORADO BLVD.SUITE 613-S
DENVER, CO 80246
United States
Phone: 303-623-1818