Overview
Assets Under Management: $456 million
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 113
Average Client Assets: $3 million
Frequently Asked Questions
CLARK FINANCIAL SERVICES GROUP INC 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 #110650), CLARK FINANCIAL SERVICES GROUP INC is subject to fiduciary duty under federal law.
CLARK FINANCIAL SERVICES GROUP INC is headquartered in CHESTERFIELD, MO.
CLARK FINANCIAL SERVICES GROUP INC serves 113 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CLARK FINANCIAL SERVICES GROUP INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CLARK FINANCIAL SERVICES GROUP INC manages $456 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CLARK FINANCIAL SERVICES GROUP INC serves high-net-worth individuals and institutional clients. View client details ↓
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