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THE CLARK GROUP ASSET MANAGEMENT

Tel: 949-558-3898
24941 Dana Point Harbor Drive
Suite C210
Dana Point, California  92629

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THE CLARK GROUP ASSET MANAGEMENT

THE CLARK GROUP ASSET MANAGEMENT is a Dana Point, California based financial advisory firm with nearly $245,444,140 in assets under management and provides investment advisory services for 657 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Other (FINANCIAL ANALYSIS, NEWSLETTERS AND SEMINARS FOR EXISTING AND POTENTIAL CLIENTS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

164405

SEC#:

801-77136

No. of Clients:

657

Assets under Management

$245,444,140

No. of Advisors:

5

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