Clark Asset Management + Associates, Inc.
Clark Asset Management + Associates, Inc. (CRD# 134993) is a financial advisory firm headquartered in Altadena, CA. They manage $23,018,572 in 75 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Clark Asset Management + Associates, Inc.
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts75ACCOUNTS
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Average Account Value$306,914
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OK, TX
Financial Advisors at Clark Asset Management + Associates, Inc.
1
Gary Clark (CRD# 1529738) is an Investment Advisor Representative working at Clark Asset Management + Associates, Inc. in Altadena, CA and has over 34 years of experience in the finance industry.
2
Vincent Payne (CRD# 6799935) is an Investment Advisor Representative working at Clark Asset Management + Associates, Inc. in Altadena, CA and has 1 year of experience in the finance industry.
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