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About CLARK ASSET MANAGEMENT + ASSOCIATES, INC.
CLARK ASSET MANAGEMENT + ASSOCIATES, INC. is a highly reputable financial advisory firm that has been providing top-notch services to its clients since its establishment. With a team of experienced and knowledgeable financial experts, the firm helps its clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategies
- Offers expert advice and guidance on wealth management and retirement planning
- Assists with asset allocation and risk management
- Constantly monitors and reviews client portfolios to ensure they are on track towards their goals
- Offers ongoing support and education to help clients make informed financial decisions
Facts and Insights
Here are some key facts and insights about CLARK ASSET MANAGEMENT + ASSOCIATES, INC.:
- Founded in 2005
- Assets Under Management: $500 million
- Number of Advisors: 10+
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 10+ |
Financial Services Offered
CLARK ASSET MANAGEMENT + ASSOCIATES, INC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Investment management
- Financial planning
- Retirement planning
- Wealth management
- Tax planning
- Estate planning
- Insurance planning and management
- Education planning
Client Types
The firm caters to a variety of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Families
Fees & Compensation
CLARK ASSET MANAGEMENT + ASSOCIATES, INC. charges a percentage-based fee for its services, typically based on the assets under management. The firm believes in fee transparency and will always communicate the fees and any potential conflicts of interest upfront.
Background
With over 15 years of experience in the financial industry, CLARK ASSET MANAGEMENT + ASSOCIATES, INC. has built a strong reputation for its expertise, professionalism, and commitment to its clients’ financial success. The firm’s team of advisors has a diverse background and specialize in different areas of personal finance, allowing them to provide comprehensive and personalized advice and solutions.
Financial Advisor Disclosures to Know
As per industry regulations, CLARK ASSET MANAGEMENT + ASSOCIATES, INC. is required to disclose any potential conflicts of interest or certain disciplinary actions. To view the firm’s disclosures, please visit the SEC’s Investment Adviser Public Disclosure (IAPD) website and search for the firm by name or CRD number: 207204.