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CLARK ASSET MANAGEMENT, LLC

CRD 284480 · SEC 801-120465

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CA, United States

Phone

603-237-1341

Fax

888-731-7290

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.32B

Discretionary AUM

$1.26B

Team

9 total employees; 6 advisory reps; 10 broker-dealer reps

Clients

251-500

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals8$5.9M
High net worth individuals267$1.32B

States served

CA, CO, LA, MA, MT, NE, NV, NJ, NY, OH, OR, PA, SC, TN, VA, TX, NH, HI, FL

All web addresses on file

Official SEC filing: View on IAPD