CRD: 164405
THE Clark Group Asset Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2005
- Office Locations
- 1
Office Locations
About THE Clark Group Asset Management
The Clark Group Asset Management is a fiduciary wealth management firm providing investment management, financial planning, portfolio risk analysis, and charitable giving guidance. Portfolios use asset-allocation frameworks with dynamic, tactical shifts based on market trends, often implemented with broad-market ETFs to keep fees low and diversification high. Custodies with Charles Schwab and has been featured in outlets including The Wall Street Journal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAYMOND MUSSET CLARK JR
Advisor, Chief Executive Officer, FOUNDER
- CRD
- #1009242
- Ownership
- 75% or more
ERIC TODD CEDERGREEN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2376216
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Brandon Clark
Certified Financial Planner
- CRD
- #7035559
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,823,360 | $408,727 |
| Non-Discretionary | $43,105,144 | $862,103 |
| Total | $343,928,504 | $437,568 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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