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Clark Asset Management, LLC

EST. AUM
$1,324,519,058

CONTACTS
7

CLIENT ACCOUNTS
1,686

Firm Details

Metro area Boston
CRD Number 284480
Website bradleyclark.com
Client types

Overview

Clark Asset Management, LLC provides financial planning services focused on retirement income planning for individuals nearing retirement. The firm is led by Bradley Clark, who holds both the CFP® (Certified Financial Planner) and RICP® (Retirement Income Certified Professional) designations. Clark Asset Management uses a fixed flat fee structure rather than charging commissions or a percentage of assets. The firm is also approved to offer investment options from Dimensional Fund Advisors, which emphasizes evidence-based investment strategies.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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