Paul
Clark
1919 Investment Counsel, LLC
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About this Advisor
Paul Clark is a financial advisor who works out of San Francisco, California, with a total of 1 year of relevant experience. Clark is on the advisory team at 1919 Investment Counsel, LLC. During their career, Clark has held roles at Stifel Nicolaus & Co Inc, Washington Crossing Advisors LLC and Ziegler Capital Management, LLC (135622). Clark maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. 1919 Investment Counsel, LLC is a financial advisory business based out of Baltimore, MD. The company has offices in nine locations and a total of 121 financial advisors. It handles $17 billion in total assets between its 7,294 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 151 charitable organizations. Of its 7,294 customer accounts, 54% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees largely depend on which services the firm provides the client. However, fees charged by 1919 Investment Counsel, LLC likely include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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1919 Investment Counsel, LLC Brokerage Details
$17,378,996,240
121
7,294
$2,382,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Paul Clark Work History
Paul has been registered as a financial advisor for 1 years.*
Washington Crossing Advisors LLC
Stifel Nicolaus & Co Inc
Ziegler Capital Management, LLC (135622)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul 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 1919 Investment Counsel, LLC
Baltimore, MD
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Baltimore, MD
Charlotte, NC
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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