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Clark Monroe Blackman LLC
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CRD # | 139757 |
SEC # | 801-121887 |
CIK # | |
AUM | $163.1 MM (2024-02-16) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 281-758-5252 |
Address | 15522 Comal County Dr Cypress, TX 77433 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 5 | 3.2 |
(b) Individuals (high net worth individuals) | 29 | 159.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 34 | 163.1 |
By Discretionary | ||
Discretionary | 34 | 163.1 |
Non-Discretionary | 0 | 0.0 |
Total | 34 | 163.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 163.1 | |
Total | 34 | 163.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lynx Advisory Partners LLC
✚
|
FL | 0.2 |
Avid Wealth Partners LLC
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|
TX | 0.2 |
Integrated Quantitative Investments LLC
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|
WA | 0.2 |
Principia Wealth Advisory LLC
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|
TX | 0.2 |
Tranquilli Financial Advisor LLC
✚
|
NJ | 0.2 |
IBN Financial Services Inc
✚
|
NY | 0.2 |
Capital Developers LLC
✚
|
NC | 0.2 |
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
McGinn Penninger Investment Managment Inc
✚
|
VA | 0.2 |
Kelley Investments LLC
✚
|
CA | 0.2 |