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DUBIN CLARK

1030 2nd St. South
Suite 301
Jacksonville Beach, Florida 32250
Tel: 904-799-1984

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About DUBIN CLARK

DUBIN CLARK, formally registered with the SEC as DUBIN CLARK. The firm was established in 05/09/2016. They have over 3 offices throughout the country.

DUBIN CLARK is a Jacksonville Beach, Florida based Financial Planning firm with nearly $416,206,997 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282733
SEC#801-107768
Assets Managed by Firm$416,206,997
No. of Clients22
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total22$416,206,997

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