Sark Investments

Sark Investments (CRD# 166152) is a financial advisory firm headquartered in Rhinelander, WI. They manage $21,120,000 in 340 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $62,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Sark Investments
Showing 1 - 1 of 1 top financial advisors.
1
Anthony B. Liddle
CRD#: 5478479
14 E Davenport St, Rhinelander, WI 54501
90
Wealthminder
score

Anthony Liddle (CRD# 5478479) is an Investment Advisor Representative working at Sark Investments in Rhinelander, WI and has over 5 years of experience in the finance industry.

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