Overview
Assets Under Management: $456 million
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 113
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.65
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,873
Discretionary Accounts: 1,295
Non-Discretionary Accounts: 578
Regulatory Filings
CRD Number: 110650
Filing ID: 1946348
Last Filing Date: 2025-03-31 11:38:00
Website: https://clarkfin.com