|
⚲
|
| Clark Financial Services Group Inc
✚
|
|
|---|---|
| CRD # | 110650 |
| SEC # | 801-50052 |
| CIK # | |
| AUM | $498.7 M (2026-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 314-469-5000 |
| Address | 14310 Olive Blvd Chesterfield, MO 63017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 100.6 |
| (b) Individuals (high net worth individuals) | 125 | 387.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,896 | 498.7 |
| By Discretionary | ||
| Discretionary | 1,288 | 441.4 |
| Non-Discretionary | 608 | 57.3 |
| Total | 1,896 | 498.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.7 | |
| Total | 1,896 | 498.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Black Coral Financial Advisors LLC
✚
|
NJ | 0.5 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.5 |
|
Pandowealth LLC
✚
|
0.5 | |
|
Elevated Capital Advisors LLC
✚
|
UT | 0.5 |
|
Presidio Capital Management LLC
✚
|
CA | 0.5 |
|
Schmidt Financial Management Inc
✚
|
WA | 0.5 |
|
Semmax Financial Advisors Inc
✚
|
NC | 0.5 |
|
True Wealth Design LLC
✚
|
OH | 0.5 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.5 |