Overview
Assets Under Management: $170 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 168
Average Client Assets: $968,083
Frequently Asked Questions
CLARK & STUART 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 #107991), CLARK & STUART INC is subject to fiduciary duty under federal law.
CLARK & STUART INC is headquartered in PORTLAND, ME.
CLARK & STUART INC serves 168 high-net-worth clients according to their SEC filing dated April 04, 2024. View client details ↓
According to their SEC Form ADV, CLARK & STUART INC offers portfolio management for individuals. View all service details ↓
CLARK & STUART INC manages $170 million in client assets according to their SEC filing dated April 04, 2024.
According to their SEC Form ADV, CLARK & STUART INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.91
Average High-Net-Worth Client Assets: $968,083
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 107991
Last Filing Date: 2024-04-04 00:00:00
Website: https://clarkandstuart.com