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Home > Retirement Planners > new hampshire > portsmouth > CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC
170 Commerce Way
Suite 200
Portsmouth, New Hampshire 03801
Tel: 603-237-1341
About CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC, formally registered with the SEC as CLARK ASSET MANAGEMENT, LLC. The firm was established in 03/08/2021. They have over 4 offices throughout the country.
CLARK ASSET MANAGEMENT, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $457,305,856 assets under management, offering retirement planning & investment advisory services to 633 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284480 |
| SEC# | 801-120465 |
| Assets Managed by Firm | $457,305,856 |
| No. of Clients | 633 |
| No. of Advisors | 8 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 633 | $457,305,856 |
| Individuals (other than high net worth individuals) | 8 | $3,636,943 |
| High net worth individuals | 110 | $453,668,913 |
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