Investors Mark Advisors LLC (Kansas City)

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.

Investors Mark Advisors: assets under management

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 firm manages $39.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.38 million each.

Fees & Commissions

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.

Careers at Investors Mark Advisors LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Jones & Babson	100 % owner	1 Jun 1997	75% - 100%	11181
Edward Scott Ritter	Vice president	1 Jun 1997	Other	2287505
Paul Bradley Adams	Treasurer	1 Jun 1997	Other	1265392
Martin Alvord Cramer	Secretary	1 Jun 1997	Other	1195193
William Guy Cooke	Chief compliance officer	1 Mar 1999	Other	1633576
Stephen Stanley Soden	President	1 Feb 2000	Other	430066
Martin Alvord Cramer	Secretary & chief compliance officer	1 Jan 2003	Other	1195193

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Generali	100 % owner	1 May 1947	75% - 100%	000000
Gefina	100 % owner	1 Jul 1990	75% - 100%	000000
Business Men's Assurance Company Of America	100 % owner	1 Sep 1993	75% - 100%	44-0188050

Based in Kansas City

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.