ARK Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 133687
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals71.06%
- Pension & Profit Sharing Plans28.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ark Advisors, LLC is an independent registered investment advisor (RIA) that focuses on providing financial planning and portfolio management services primarily to individuals and families. The firm operates as a limited liability company and is structured to offer a range of advisory activities, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ark Advisors does not engage in capital allocation and is not classified as a multi-state adviser. The firm does not actively pursue environmental, social, and governance (ESG) investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- US Government Bonds45%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Mark Folgmann
OwnerCRD 1128290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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