$230.0K Total AUM
$230.0K Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-12-2009
- Office Locations
- 1
Office Locations
-- Dallas TX
About Clark Financial LLC
Clark Financial LLC is a Dallas-based, Texas-registered investment adviser providing financial planning and portfolio management for retail clients. The firm positions itself as independent from any brokerage and does not take commissions for product sales, aiming to keep recommendations plan-driven. Public filings indicate portfolios are primarily implemented with ETFs.
Team overview
36 AVG AGE
$230.0K AVG AUM / ADVISOR
$16.4K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JEFFREY DAVID CLARK
Broker, Chief Compliance Officer, President
- CRD
- #5711156
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $230,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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