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).
Total Assets Under Management173MILLION
Total Number of Accounts566ACCOUNTS
Average Account Value$304,881
- 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
AZ, CA, CO, GA, NC, NE, NH, NV, OR, TX, WA
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.
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.