CLARK & STUART INC

1945 Congress Street Building A
Portland, Maine 04102
Tel: 207-775-1140

About CLARK & STUART INC

CLARK & STUART INC, formally registered with the SEC as CLARK & STUART INC. The firm was established in 05/14/2018. They have over 2 offices throughout the country.

CLARK & STUART INC is a Portland, Maine based Financial Planning firm with nearly $169,830,150 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107991
SEC#	801-113250
Assets Managed by Firm	$169,830,150
No. of Clients	172
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	172	$169,830,150
High net worth individuals	170	$164,996,671
Charitable organizations	2	$4,833,479

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