The Clark Group Asset Management

The Clark Group Asset Management (CRD# 164405) is a financial advisory firm headquartered in Dana Point, CA. They manage $172,562,535 in 566 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $304,881
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
  • Other
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.

AZ, CA, CO, GA, NC, NE, NH, NV, OR, TX, WA

Financial Advisors at The Clark Group Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Eric T. Cedergreen
CRD#: 2376216
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629
93
Wealthminder
score

Eric Cedergreen (CRD# 2376216) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 24 years of experience in the finance industry.

2
Raymond M. Clark
CRD#: 1009242
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629
86
Wealthminder
score

Raymond Clark (CRD# 1009242) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 32 years of experience in the finance industry. Raymond Clark 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.

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