The Clark Group Asset Management
Firm details
- Headquarters
- Dana Point, California
- CRD number
- 164405
- Registered since
- September 28, 2012
- Website
- clarkgroupam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.7%
- Individuals24.23%
- Pension & Profit Sharing Plans1.04%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Clark Group Asset Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration recorded in 2012) and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. The firm charges a mix of percentage-of-assets and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- US Government Bonds20%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Raymond Clark
Founder & CEOCRD 1009242
Contacts
3 of 3
Brandon Clark
Director of Financial PlanningCRD 7035559
Eric Cedergreen
PresidentCRD 2376216
Melissa Clark
Corporate SecretaryCRD 5061055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$328M in ETFs
94%
$309M
1%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $24.9M | 154,836 | 7.60% |
Location
Dana Point, CA
Orange
Location
Dana Point, CA
Headquartered in Dana Point, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 24941 Dana Point Harbor Dr
- Time zone
- PT (UTC-8)
- Office locations
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