Investment adviser · CRD 174038
ARK FINANCIAL MANAGEMENT, LLC
Investment adviser filing (IA)
HERNDON, VA, United States · Form ADV filed Jan 11, 2018
- Regulatory AUM
- $48M Form ADV · Item 5.F
- Client accounts
- 258 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 29 | $25,589,015 | 53.3% |
| Individuals | 144 | $22,446,272 | 46.7% |
Filing source
Form ADV 1163660 · Jan 11, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Jan 11, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
560 HERNDON PARKWAY, SUITE 130HERNDON, VA, 20170, United States
CRD 174038
Filing source
Form ADV 1163660 · Jan 11, 2018 · 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.