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| Happy Holidays!! thanks for using AUM13F!! |
| Clark Financial Services Group Inc
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|---|---|
| CRD # | 110650 |
| SEC # | 801-50052 |
| CIK # | |
| AUM | $456.1 M (2025-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 314-469-5000 |
| Address | 14310 Olive Blvd Chesterfield, MO 63017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 129.5 |
| (b) Individuals (high net worth individuals) | 113 | 317.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,873 | 456.1 |
| By Discretionary | ||
| Discretionary | 1,295 | 402.2 |
| Non-Discretionary | 578 | 53.9 |
| Total | 1,873 | 456.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.1 | |
| Total | 1,873 | 456.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SPG Advisors LLC
✚
|
WA | 0.5 |
|
Northern Capital Management Inc
✚
|
WA | 0.5 |
|
Stewardship Advisors LLC
✚
|
PA | 0.5 |
|
Persium Advisors LLC
✚
|
GA | 0.5 |
|
Brueske Advisory Services LLC
✚
|
WA | 0.5 |
|
Aspire Private Capital LLC
✚
|
NC | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.5 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.5 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |