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Building 2CLARK & STUART INC

Map pinPORTLAND, ME
Phone207-775-1140
NotebookSEC #801-113250
Total AUM
$195.6M
Employees
4
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1945 CONGRESS STREET BUILDING A
PORTLAND
ME 04102
United States
Operating Hours
9-5
Monday - Friday
Phone
207-775-1140
Other Offices
1

ReceiptFinancials

Total AUM
$195.6M
Accounts
180
Discretionary
$195.6M
Accounts
180
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
178
AUM
$189.7M
Charitable Organization Clients
2
AUM
$5.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAMENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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