THE CLARK GROUP ASSET MANAGEMENT
Firm details
- Headquarters
- DANA POINT, California
- CRD number
- 164405
- Registered since
- September 28, 2012
- Website
- clarkgroupam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.7%
- Individuals24.23%
- Pension & Profit Sharing Plans1.04%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Clark Group Asset Management is an independent registered investment adviser formed in 2012 and owned by an individual. It serves both individual and family clients as well as institutional or business clients, offering financial planning and portfolio management for individuals, small businesses, and organizations. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not market itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities73%
- US Government Bonds20%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1RAYMOND CLARK
Founder & Chief Exceutive OfficerCRD 1009242
Contacts
3 of 3Brandon Clark
Head of Business DevelopmentCRD 7035559
ERIC CEDERGREEN
PresidentCRD 2376216
MELISSA CLARK
Corporate SecretaryCRD 5061055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$233M in ETFs
93%
$216M
2%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $17.1M | 117,715 | 7.33% |
Location
DANA POINT, CA
ORANGE
Location
DANA POINT, CA
Headquartered in DANA POINT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 24941 Dana Point Harbor Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES
RIADANA POINT, CA
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
RIAPASADENA, CA
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
RIAWESTLAKE VILLAGE, CA
SECOND 50 FINANCIAL
RIAMANHATTAN BEACH, CA
TRIATOMIC CAPITAL
RIAPALO ALTO, CA
GEBHARDT GROUP, INC
RIALAFAYETTE, CA