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| Keyboard |
| Clark Financial Services Group Inc
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|
|---|---|
| CRD # | 110650 |
| SEC # | 801-50052 |
| CIK # | |
| AUM | 498.7 M (2026-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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