Clark Dodge Asset Management, LLC
Clark Dodge Asset Management, LLC (CRD# 154822) is a financial advisory firm headquartered in White Plains, NY. They manage $265,622,017 in 1,219 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management266MILLION
Total Number of Accounts1,219ACCOUNTS
Average Account Value$217,902
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, IA, NY
Frederick Munk (CRD# 809793) is an Investment Advisor Representative working at Clark Dodge Asset Management, LLC in White Plains, NY and has over 24 years of experience in the finance industry. Frederick Munk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Guercio (CRD# 1523331) is an Investment Advisor Representative working at Clark Dodge Asset Management, LLC in White Plains, NY and has over 3 years of experience in the finance industry.