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Building 2CLARK FINANCIAL ADVISORS

Map pinBIRMINGHAM, AL
Phone205-298-8480
NotebookSEC #801-20842
Total AUM
$282.2M
Employees
3
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3932 CROSSHAVEN DRIVE
BIRMINGHAM
AL 35243
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
205-298-8480

ReceiptFinancials

Total AUM
$282.2M
Accounts
938
Discretionary
$282.2M
Accounts
938
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$46.2M
HNW Individual Clients
91
AUM
$192.2M
Pension/Profit Sharing Plan Clients
15
AUM
$20.9M
Corporation or Business Clients
10
AUM
$22.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGATNTX

HandshakeAffiliates

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

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