Andrew M. Kark

M.Z. KARK & ASSOCIATES,

Denver, CO 80246

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CRD#: 4366158

Professional summary

Andrew Michael Kark, CFP®, who also goes by Andy Kark, is a registered financial advisor currently at M.Z. KARK & ASSOCIATES, INC located in Denver, Colorado.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Kark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

START 01/2000, LAUNCHED 07/2000: ISRAEL INVESTMENT ADVISORS; RIA; 1670 BROADWAY, SUITE 3000, DENVER, CO 80202; PRINCIPAL/20% OWNER; RIA MANAGES A FUND CALLED THE ISRAEL INVESTMENT FUND WHICH IS A LONG ONLY FUND OF PUBLICLY TRADED ISRAELY SECURITIES; ROLE IS PRIMARY MARKETING THE FUND TO NON PROFIT JEWISH INSTITUTIONS; DEVOTE ABOUT 3/10 HOURS A MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Kark's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

June 17, 2015 - Present

M.Z. KARK & ASSOCIATES, INC

Office #1: 720 S Colorado Blvd. Suite 613-s, Denver, CO 80246

RIA

CRD#: 106627

Denver, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

M.Z. KARK & ASSOCIATES, INC

KARK M Z & ASSOCIATES INC | M.Z. KARK & ASSOCIATES, INC

CRD#: 106627 / SEC#: 801-23074

RIA

Registered Investment Advisory firm - (1/15/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/17/2015)

IAR

Texas
(4/27/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

M.Z. KARK & ASSOCIATES, INC

KARK M Z & ASSOCIATES INC | M.Z. KARK & ASSOCIATES, INC

CRD#: 106627 / SEC#: 801-23074

RIA

Registered Investment Advisory firm - (1/15/1985 Approved)

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Contact information

Main Address

720 S Colorado Blvd. Suite 613-s, Denver, CO 80246

Mailing Address

Phone number

(303) 623-1818

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

M. Z. KARK & ASSOCIATES FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,453
AUM (Assets Under Management)	$ 305,229,612

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew M. Kark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Kark's CRS (Customer Relationship Summary).

Certified licenses

Experience

M.Z. KARK & ASSOCIATES, INC

Primary Firm SEC Registration

M.Z. KARK & ASSOCIATES, INC

State Registrations and Notice Filings

Exams

Current Firm

M.Z. KARK & ASSOCIATES, INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

M.Z. KARK & ASSOCIATES, INC

TRUST BUT VERIFY

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