CLARK ASSET MANAGEMENT, LLC
Adviser information for CLARK ASSET MANAGEMENT, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New Hampshire, United States |
Employees
Total Number of Employees | 8 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 598 | $438.9M |
Non-Discretionary | 35 | $18.4M |
Total | 633 | $457.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 8 | $3.6M |
HNW Individuals | 110 | $453.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 20 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | Fixed fees |
Identifiers
SEC RIA File Number | 801-120465 |
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SEC ERA File Number | 801-120465 |
SEC CIK Numbers | None |
SEC CRD Numbers | 284480 |
Legal Entity Identifier | None |
Principal Office
170 COMMERCE WAYSUITE 200
PORTSMOUTH
NH
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 603-237-1341, Fax: 888-731-7290
Chief Compliance Officer
BRADLEY CLARK
PRESIDENT
3 ASPEN LANE
STRATHAM
NH
United States
Tel:
603-237-1341
B******@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CLARK, BRADLEY, ANDERSON | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 06/2016 | > 75% |