Overview
Assets Under Management: $187 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 50
Average Client Assets: $2.1 million
Frequently Asked Questions
CLARK FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110955), CLARK FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
CLARK FINANCIAL ADVISORS is headquartered in BIRMINGHAM, AL.
CLARK FINANCIAL ADVISORS serves 50 high-net-worth clients according to their SEC filing dated February 08, 2018. View client details ↓
According to their SEC Form ADV, CLARK FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CLARK FINANCIAL ADVISORS manages $187 million in client assets according to their SEC filing dated February 08, 2018.
According to their SEC Form ADV, CLARK FINANCIAL ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.00%
Average Client Assets: $2.1 million
Total Client Accounts: 983
Discretionary Accounts: 983
Regulatory Filings
CRD Number: 110955
Filing ID: 1170949
Last Filing Date: 2018-02-08 10:55:00