Overview
Assets Under Management: $122 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 2
Average Client Assets: $61 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.54
Average High-Net-Worth Client Assets: $61 million
Total Client Accounts: 813
Discretionary Accounts: 810
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 300619
Filing ID: 1984553
Last Filing Date: 2025-04-29 15:37:00
Website: https://clarkfinancialplanning.com