Clark Financial Services Group, Inc.

RIASEC Registered

Total AUM

$499M

Discretionary

$441M

89% of AUM

Avg account

$263K

Accounts

1,896

Employees

Advisory reps

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

FINTRX

Overview

Clark Financial Services Group, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1995. The firm serves both individuals/families and institutional clients and combines portfolio management and financial planning with insurance brokerage services. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of outside advisers, publication of client-facing periodicals or newsletters, and market timing services. Compensation is primarily fee-based (percentage of AUM) with the option of hourly charges for some engagements. The firm is identified as a capital allocator, meaning it places client capital with third-party managers in addition to managing public-market investments directly.