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DUBIN CLARK
1030 2nd St. South
Suite 301
Jacksonville Beach, Florida 32250
Tel: 904-799-1984
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 Status | Approved |
|---|---|
| Firm CRD# | 282733 |
| SEC# | 801-107768 |
| Assets Managed by Firm | $416,206,997 |
| No. of Clients | 22 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $416,206,997 |
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