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Building 2CLARK ASSET MANAGEMENT, LLC

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Phone603-237-1341
NotebookSEC #801-120465
Total AUM
$1.3B
Employees
9
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
603-237-1341
Other Offices
5

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,686
Discretionary
$1.3B
Accounts
1,602
Non-Discretionary
$67.1M
Accounts
84

ContactClients

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Individual Clients
8
AUM
$5.9M
HNW Individual Clients
267
AUM
$1.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLHILAMAMTNENHNJNVNYOHORPASCTNTXVA

HandshakeAffiliates

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

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