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CLC CAPITAL MANAGEMENT
CLARK, CHARLES LEE JR.
CRD 132224
734 MAIN STREET, SUITE 105, GRAND JUNCTION, CO, 81501, United States
Phone
(970) 255-9980
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.8M
Discretionary AUM
$3.8M
Team
0 total employees; 0 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $3.8M |
All web addresses on file
Official SEC filing: View on IAPD