The Clark Group Asset Management Revenue
Financial Services • 
Dana Point, California, United States • 1-10 Employees
The Clark Group Asset Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at The Clark Group Asset Management
Brandon Clark
Director of Financial Planning
Company overview
| Headquarters | 24941 Dana Point Dr., Suite C-210, Dana Point, CA 92629, US |
| Phone number | +19495583898 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Portfolio Management, Financial Planning, Tax Planning, 401K Rollover, Retirement Analysis, Registered Investment Advisor (Ria) |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
The Clark Group Asset Management Email Formats
The Clark Group Asset Management uses 1 email format. The most common is {first initial} (e.g., j@clarkgroupam.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@clarkgroupam.com | 100% |
About The Clark Group Asset Management
Our goal is to help you maximize your life through wealth planning. The Clark Group Asset Management is a fee-only independent wealth management firm located in Southern California but with clients nationwide. At The Clark Group Asset Management, we build long-lasting relationships with our clients and help them organize, grow and protect their hard-earned assets. As a Registered Investment Advisor (RIA), we offer unbiased financial advice that is free from the conflicts inherent at many Wall Street firms. Working as your advisor, we are a fiduciary and must always protect your best interests and put them first. Our firm uses Charles Schwab as the custodian, and we act as the independent advisors on your investment assets. We specialize in developing and implementing asset allocation plans for retirees and high-net-worth families. The firm takes pride in its exemplary client service, tactical & strategic investment approach, and its dedication to standards of excellence. By joining The Clark Group Asset Management, our goal will be to: • Take the time to understand your goals and objectives • Design a financial plan to help you achieve your life goals • Implement investment strategies focused on managing market risk • Always keep your interests at the forefront With over 80 years of combined investment experience, our ability to identify and adapt to market changes is vital when considering a firm for your long-term investment goals. Our staff of professionals, including CERTIFIED FINANCIAL PLANNERS™, a Certified Private Wealth Advisor, and seasoned investment managers, will dedicate our extensive financial services experience to help make your dreams a reality. For important disclosures, please visit: Clarkgroupam.com/disclosure
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Clark Group Asset Management has never raised funding before.
The Clark Group Asset Management Tech Stack
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