Investment adviser · CRD 118257
ARK FINANCIAL SERVICES, LLC
Investment adviser filing (IA)
BETHESDA, MD, United States · Form ADV filed Mar 1, 2017
- Regulatory AUM
- $134M Form ADV · Item 5.F
- Client accounts
- 147 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 1, 2017. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
7315 WISCONSIN AVENUE, SUITE 800WBETHESDA, MD, 20814, United States
CRD 118257
Filing source
Form ADV 1069273 · Mar 1, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.