Brandon
Clark
The Clark Group Asset Management
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About this Advisor
Brandon Clark is a financial advisor based in Dana Point, California, working with The Clark Group Asset Management. Brandon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Paradigm, William Morris Endeavor, Hillcrest Country Club, UCSD Administration Services, UC San Diego, Bank of America N.A, and The Clark Group Asset Management. Brandon has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Brandon is part of The Clark Group Asset Management, which operates out of Dana Point, California. The firm has 5 employees and manages assets totaling $245.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at The Clark Group Asset Management includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Clark Group Asset Management Brokerage Details
$245,444,140
5
657
$373,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Brandon Clark Work History
The Clark Group Asset Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
William Morris Endeavor
Paradigm
Paradigm
Ucsd Administration Services
Hillcrest Country Club
Uc San Diego
Disclosures
Please visit the SEC profile of Brandon Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Clark Group Asset Management
Dana Point, CA
Dana Point, CA
Dana Point, CA
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