|
⚲
|
| Clark & Stuart Inc
✚
|
|
|---|---|
| CRD # | 107991 |
| SEC # | 801-113250 |
| CIK # | |
| AUM | $170.1 MM (2023-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 207-775-1140 |
| Address | 1945 Congress Street Building A Portland, ME 04102 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 176 | 165.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 178 | 170.1 |
| By Discretionary | ||
| Discretionary | 178 | 170.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 178 | 170.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.1 | |
| Total | 178 | 170.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Woodside Wealth Management LLC
✚
|
MA | 0.2 |
|
Arrow Wealth Advisory LLC
✚
|
VA | 0.2 |
|
Dragus Capital LLC
✚
|
FL | 0.2 |
|
Twin Peaks Wealth Advisors LLC
✚
|
CA | 0.2 |
|
McAllister Capital Management Corporation
✚
|
MS | 0.2 |
|
Capitol Financial Consultants Inc
✚
|
VA | 0.2 |
|
Transcend Advisor Group LLC
✚
|
WI | 0.2 |
|
Fearless Solutions LLC
✚
|
TX | 0.2 |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |