Mark Kress, financial advisor Orinda CA

Mark Kress

CRD Number: 3110596
Current Firm: Arden Advisory LLC

Mark Kress (CRD# 3110596) is an Investment Advisor Representative working at Arden Advisory LLC in Orinda, CA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Arden Advisory LLC Orinda, CA Mar 2019 - Current 5
Entoro Securities, LLC Houston, TX Jan 2019 - Current 5
Entoro Capital, LLC Houston, TX Jan 2019 - Current 5
Self Employed Orinda, CA Aug 2014 - Current 9
Safed Capital Management North Plainfield, NJ Aug 2016 - Oct 2017 1
Jms Prime Llc-an Instl Div Compass Securities Corp Braintree, MA Feb 2015 - Jul 2016 1
Jms Prime LLC Oakland, CA Oct 2014 - Jul 2016 1
Ohana Associates Marin, CA Jul 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
Contact Info for Mark C. Kress
Phone Number: 415-290-7164
Registered State(s):
  • CA
Current Firm Details
Arden Advisory LLC
Firm's CRD Number: 301985
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $8,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CA

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