170 Commerce Way
Suite 200
Portsmouth, New Hampshire 3801
Tel: 603-237-1341
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.
SEC Current Status | Approved |
Firm CRD# | 284480 |
SEC# | 801-120465 |
Assets Managed by Firm | $281,806,711 |
No. of Clients | 386 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 386 | $281,806,711 |
Individuals (other than high net worth individuals) | 2 | $1,273,584 |
High net worth individuals | 83 | $280,533,127 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$8,878,539,401 | 64 | 124 | |
$7,540,692,270 | 20 | 104 | |
$4,059,119,000 | 50 | 24 | |
$2,888,383,638 | 1862 | 43 | |
$2,394,519,530 | 1814 | 34 |
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