L
$60.3M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
1 Employees
164 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-28-2005
- Office Locations
- 1
Office Locations
2165 Carter Avenue Ashland KY
About Leif Clarke Wealth Management, Inc.
Leif Clarke Wealth Management, Inc. is a Ashland-based RIA. The firm has been operating for 21 years. Managing $60.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
56 AVG AGE
$60.3M AVG AUM / ADVISOR
$367.8K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Owner & Executives
LEIF ERIC CLARKE
Chief Executive Officer, Investment Advisor, President
- CRD
- #2714971
- Ownership
- 75% or more
(231) 954-1709
ridge.timber@timbercapital.com
in linkedin.com/in/foundation-pioneer
Showing 1 of 1 owners & executives
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A
Anthony W Park
--
- CRD
- #7292158
(795) 988-9774
quantum.eagle@vectorcapital.com
in linkedin.com/in/element-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,184,380 | -- |
| Non-Discretionary | $13,131,657 | -- |
| Total | $60,316,037 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,316,037
Equity - Exchange:
17.8% U.S. Government/Agency:
25.1% Equity - OTC:
10.9% Cash:
7.5% Corporate - Investment Grade:
29.0% Municipal Bonds:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $593,648,450 | 17.8% |
| U.S. Government/Agency | $837,111,017 | 25.1% |
| Equity - OTC | $363,526,298 | 10.9% |
| Cash | $250,132,774 | 7.5% |
| Corporate - Investment Grade | $967,180,060 | 29.0% |
| Municipal Bonds | $323,505,055 | 9.7% |
| Total | $3,335,103,654 | 100.0% |