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Building 2CASEY THOMAS CLARK

Map pinNEWPORT BEACH, CA
Phone949-721-6629
NotebookSEC #801-41333
Total AUM
$27.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 NEWPORT CENTER DRIVE,
STE 1100
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
949-721-6629

ReceiptFinancials

Total AUM
$27.8M
Accounts
29
Discretionary
$27.8M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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