Investors Mark Advisor, LLC is a large advisory firm based in Minneapolis. It manages $48.66 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Kansas and Minnesota.
Investors Mark Advisor provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investors Mark Advisor, LLC is $48.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Investors Mark Advisor, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Stanley Soden has been acting as President since 1 Feb 2000. Mark Douglas Pratt joined the executive team most recently as the Chief Compliance Officer.
The principal office where Investors Mark Advisor, LLC performs its advisory services is located at 100 South Fifth Street, Minneapolis, MN 55402 1240, which is also the mailing address of the firm. An additional office of the firm is in Leawood, KS. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 612-376-7000 or by fax 612-376-7005. The normal business hours are 8:00 - 5:00 on Monday - Friday.