Ark & TLK Investments is an investment advisor in Oklahoma City with $326.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472428779
SEC advisor number
801-96254
FINRA CRD number
205512
AUM ?
$326.70 mm
(as of 3 May 23)
Accounts
227
(as of 3 May 23)
Employees
11
(9 investment advisory or research)
Office hours
MON - THURS 8AM - 5PM FRIDAY 8AM - 12PM, SEE ABOVE
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
King, Kendall, Wayne | Managing Member | 01/2015 | 50-75% |
Ray, Melissa, Kaye | Partner, Chief Compliance Officer, Director of Client Services | 07/2019 | 5-10% |
Weatherford, Jacob, Nolan | Partner, Wealth Advisor | 07/2019 | 10-25% |
Garner, Drew, Spencer | Partner, COO, Wealth Advisor | 07/2019 | 10-25% |
Lee, Adam, William | Chief Investment Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings