The Clark Group Asset Management

EST. AUM
$343,928,504

CONTACTS
3

CLIENT ACCOUNTS
786

Firm Details

Metro area Los Angeles
CRD Number 164405
Website clarkgroupam.com
Client types

Overview

The Clark Group Asset Management is an SEC-registered investment advisory firm headquartered in Dana Point, California, providing fiduciary wealth and financial planning services. The firm specializes in personalized investment management, retirement planning, portfolio risk analysis, and financial planning for individuals and small organizations, emphasizing trust, transparency, and long-term relationships. It operates on a fee-only fiduciary model to align advice with clients’ best interests.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

The Clark Group Asset Management

Platform Details

Investment Preferences

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Address

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