|
⚲
|
| Clark & Stuart Inc
✚
| |
|---|---|
| CRD # | 107991 |
| SEC # | 801-113250 |
| CIK # | |
| AUM | $169.8 MM (2024-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 207-775-1140 |
| Address | 1945 Congress Street Building A Portland, ME 04102 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 170 | 165.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 172 | 169.8 |
| By Discretionary | ||
| Discretionary | 172 | 169.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 172 | 169.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.8 | |
| Total | 172 | 169.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arrien Investments Inc
✚
|
ID | 0.2 |
|
Concordia Wealth Management LLC
✚
|
MA | 0.2 |
|
Christine Messmer PC
✚
|
PA | 0.2 |
|
Hedges Asset Management LLC
✚
|
NV | 0.2 |
|
KRM Wealth Management LLC
✚
|
NV | 0.2 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.2 |
|
Adolos Asset Management
✚
|
NC | 0.2 |
|
Navigen LLC
✚
|
WI | 0.2 |
|
Financial Management Services of America LLC
✚
|
FL | 0.2 |
|
Red Mountain Financial Partners LLC
✚
|
CO | 0.2 |