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$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
6 yrs Firm Age
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- Custodian
- Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2019
- Office Locations
- 1
Office Locations
137 N. OAK Park Ave. STE 215 #237 OAK Park IL
About Clark Lewis
Clark Lewis is a OAK Park-based RIA. The firm has been operating for 6 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with Principal.
Team overview
31 AVG AGE
$1.3M AVG AUM / ADVISOR
$47.3K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
IAN S BURGESS
Chief Compliance Officer, Founder, President
- CRD
- #7017142
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,325,449 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,325,449 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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