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, privately owned registered investment adviser that began SEC registration in 2012. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines percentage-of-AUM charges with fixed-fee options. Investment activity is centered on taxable and managed accounts with an equity preference, and the firm reports that it does not position itself as an active ESG investor. It is structured as a corporation under individual ownership and does not identify as a multi-state or affiliated pension consultant.
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
- Exchange Traded Equities73%
- US Government Bonds20%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Raymond Clark
Founder & Chief Exceutive OfficerCRD 1009242
Contacts
3 of 3
Brandon 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 50Active vs passive
$294M in ETFs
94%
$277M
1%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $21.6M | 132,385 | 7.36% |
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
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