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CLARK ASSET MANAGEMENT, LLC

170 Commerce Way
Suite 200
Portsmouth, New Hampshire 3801
Tel: 603-237-1341

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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 5 offices throughout the country.

CLARK ASSET MANAGEMENT, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $281,806,711 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284480
SEC# 801-120465
Assets Managed by Firm $281,806,711
No. of Clients 386
No. of Advisors 8

Fee Structure

  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total386$281,806,711
Individuals (other than high net worth individuals)2$1,273,584
High net worth individuals83$280,533,127
Inquire with CLARK ASSET MANAGEMENT, LLC

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