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| Clark Asset Management LLC
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| |
|---|---|
| CRD # | 284480 |
| SEC # | 801-120465 |
| CIK # | |
| AUM | $457.3 MM (2024-07-30) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 603-237-1341 |
| Address | 170 Commerce Way Portsmouth, NH 03801 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.6 |
| (b) Individuals (high net worth individuals) | 110 | 453.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 633 | 457.3 |
| By Discretionary | ||
| Discretionary | 598 | 438.9 |
| Non-Discretionary | 35 | 18.4 |
| Total | 633 | 457.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 454.2 | |
| Total | 633 | 457.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
GEM Asset Management LLC
✚
|
MI | 0.5 |
|
Atlas Capital Management Corp
✚
|
IN | 0.5 |
|
Twenty-First Tailored Solutions Inc
✚
|
NY | 0.5 |
|
Walter C Flower & Co Inc
✚
|
LA | 0.5 |
|
Diversify Wealth Management LLC
✚
|
UT | 0.5 |
|
Arjuna Capital LLC
✚
|
NC | 0.5 |
|
Volaris Capital Management LLC
✚
|
NJ | 0.5 |
|
Wealth Planning Corp
✚
|
OH | 0.5 |
|
Atlantic Edge Private Wealth Management LLC
✚
|
FL | 0.5 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |