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).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    1,219
    ACCOUNTS
  • Average Account Value
    $217,902
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, IA, NY

Financial Advisors at Clark Dodge Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frederick L. Munk
CRD#: 809793
4 Westchester Park Drive, Suite 330, White Plains, NY 10604
96
Wealthminder
score

Frederick Munk (CRD# 809793) is an Investment Advisor Representative working at Clark Dodge Asset Management, LLC in White Plains, NY and has over 23 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.

2
Stephen W. Guercio
CRD#: 1523331
2 Westchester Park Drive, Suite 107, White Plains, NY 10604
28
Wealthminder
score

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.

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