CRD: 123020
Clark Planning & Investment Advisory
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-31-1999
- Office Locations
- 1
Office Locations
About Clark Planning & Investment Advisory
Clark Planning & Investment Advisory is a small, independent, fee-only firm providing financial planning and portfolio management tailored to clients’ personal goals. The team emphasizes diversification, discipline, customization, and risk/reward optimization, guided by stated Biblical principles of honesty and integrity. Led by Gary Clark (CPA/PFS, CFP, ChFC), the practice manages portfolios using equities, ETFs, fixed income, and cash, and works with SEI.
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Fund Managers
Investment Themes
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Owner & Executives
GARY WILLARD CLARK
Owner
- CRD
- #2303344
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jenny Marie Clark
--
- CRD
- #7303457
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,663,289 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,663,289 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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