THE CLARK GROUP ASSET MANAGEMENT

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

About THE CLARK GROUP ASSET MANAGEMENT

THE CLARK GROUP ASSET MANAGEMENT, formally registered with the SEC as THE CLARK GROUP ASSET MANAGEMENT. The firm was established in 09/28/2012. They have over 1 offices throughout the country.

THE CLARK GROUP ASSET MANAGEMENT is a Dana Point, California based Financial Planning firm with nearly $245,444,140 assets under management, offering retirement planning & investment advisory services to 657 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164405
SEC#	801-77136
Assets Managed by Firm	$245,444,140
No. of Clients	657
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	657	$245,444,140
Individuals (other than high net worth individuals)	304	$84,614,280
High net worth individuals	94	$157,450,166
Pension and profit sharing plans	7	$3,191,036
Corporations or other businesses	5	$188,658

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