THE CLARK GROUP ASSET MANAGEMENT

Tel: 949-558-3898 24941 Dana Point Harbor Drive Suite C210 Dana Point, California 92629

About THE CLARK GROUP ASSET MANAGEMENT

THE CLARK GROUP ASSET MANAGEMENT is a Dana Point, California based financial advisory firm with nearly $245,444,140 in assets under management and provides investment advisory services for 657 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

164405

Firm SEC#:

801-77136

Assets Under Management:

$245,444,140

No. of Clients:

657

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other (FINANCIAL ANALYSIS, NEWSLETTERS AND SEMINARS FOR EXISTING AND POTENTIAL CLIENTS)

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