CASTLEARK MANAGEMENT LLC

1 N. Wacker Drive, Suite 3950
Chicago, Illinois 60606
Tel: 312-456-9682

About CASTLEARK MANAGEMENT LLC

CASTLEARK MANAGEMENT LLC, formally registered with the SEC as CASTLEARK MANAGEMENT LLC. The firm was established in 02/04/1999. They have over 1 offices throughout the country.

CASTLEARK MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $3,059,938,100 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109587
SEC#	801-56239
Assets Managed by Firm	$3,059,938,100
No. of Clients	60
No. of Advisors	30

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	60	$3,059,938,100
High net worth individuals	46	$53,799,800
Pension and profit sharing plans	4	$496,092,550

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