1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE CLARK GROUP ASSET MANAGEMENT

Map pinDANA POINT, CA
Phone949-558-3898
NotebookSEC #801-77136
Total AUM
$343.9M
Employees
5
Clients
469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24941 DANA POINT HARBOR DRIVE
SUITE C210
DANA POINT
CA 92629
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
949-558-3898

ReceiptFinancials

Total AUM
$343.9M
Accounts
786
Discretionary
$300.8M
Accounts
736
Non-Discretionary
$43.1M
Accounts
50

ContactClients

View more in analytics →

Individual Clients
284
AUM
$83.3M
HNW Individual Clients
174
AUM
$256.9M
Pension/Profit Sharing Plan Clients
6
AUM
$3.6M
Corporation or Business Clients
5
AUM
$106.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL ANALYSIS, NEWSLETTERS AND SEMINARS FOR EXISTING AND POTENTIAL CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOGANCNENVORTXUTWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account