CLARK FINANCIAL SERVICES GROUP, INC.
Firm details
- Headquarters
- CHESTERFIELD, Missouri
- CRD number
- 110650
- Registered since
- September 18, 1995
- Website
- gardius.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.76%
- Individuals20.17%
- Charitable Organizations1.5%
- Corporations / Businesses0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Clark Financial Services Group, Inc. is an independent, SEC-registered registered investment adviser that has operated since 1995. The firm is organized as a corporation owned by an individual and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and publication of periodic investment commentary; the firm also offers market timing services and operates as an insurance broker. Fee billing is a mix of percentage-of-AUM and hourly charges. Clark Financial Services Group describes itself as a capital allocator and is not positioned as an ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities16%
- Cash & Cash Equivalents13%
- Other2%
- State & Local Bonds1%
Contacts
3 of 5CHRISTOPHER SCHULENBURG
PresidentCRD 2358528
MATTHEW HERRON
Vice President of ComplianceCRD 2489824
THOMAS HARVELL
Vice PresidentCRD 5543603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$138M in ETFs
98%
$134M
0%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.7M | 34,697 | 15.06% |
Location
CHESTERFIELD, MO
SAINT LOUIS
Location
CHESTERFIELD, MO
Headquartered in CHESTERFIELD, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 14310 Olive Blvd
- Time zone
- CT (UTC-6)
- Office locations
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