The Clark Group Asset Management

The Clark Group Asset Management (CRD# 164405) is a financial advisory firm headquartered in Dana Point, CA. They manage $245,444,140 in 657 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629
https://www.linkedin.com/company/the-clark-group-asset-management/about/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    657
    ACCOUNTS
  • Average Account Value
    $373,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, GA, ID, IL, LA, MI, NC, NE, NH, NV, OR, TX, UT, WA

Financial Advisors at The Clark Group Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Eric Cedergreen, financial advisor Dana Point CA
Eric T. Cedergreen
CRD#: 2376216
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629

Eric Cedergreen (CRD# 2376216) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 30 years of experience in the finance industry.

2
Brandon Clark, financial advisor Dana Point CA
Brandon Clark
CRD#: 7035559
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629

Brandon Clark (CRD# 7035559) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 5 years of experience in the finance industry.

3
Raymond Clark, financial advisor Dana Point CA
Raymond M. Clark
CRD#: 1009242
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629

Raymond Clark (CRD# 1009242) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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