Investors Mark Advisors LLC is a large advisory firm based in Kansas City. It manages $39.41 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.
Investors Mark Advisors 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 Advisors LLC is $39.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% 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 Advisors 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. Martin Alvord Cramer joined the executive team most recently as the Secretary & Chief Compliance Officer.
The principal office where Investors Mark Advisors LLC performs its advisory services is located at Bma Tower, Kansas City, MO 64108 3306, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 816-751-5900 or by fax 816-751-5905. The normal business hours are 8:00 - 4:30 on Monday - Friday.