The Clark Group Asset Management
The Clark Group Asset Management (CRD# 164405) is a financial advisory firm headquartered in Dana Point, CA. They manage $245,444,140 in 657 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management245MILLION
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Total Number of Accounts657ACCOUNTS
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Average Account Value$373,583
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, GA, ID, IL, LA, MI, NC, NE, NH, NV, OR, TX, UT, WA
Eric Cedergreen (CRD# 2376216) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 30 years of experience in the finance industry.
Brandon Clark (CRD# 7035559) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 5 years of experience in the finance industry.
Raymond Clark (CRD# 1009242) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 38 years of experience in the finance industry.