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Clark Company

Clark Company is a RIA based in Severna Park, MD with $34M in AUM. Robert Owen Clark is the majority owner of the firm and has been in this role with the firm since 2000.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$34.5M
Total Assets
258
Accounts
$133.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Robert Owen Clark CFP 01/01/2000

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
692B Ritchie Highway
Severna Park , MD 21146
Phone Number: 410-544-1641

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees