Katherine
Dick
Clark & Stuart Inc
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About this Advisor
Katherine Dick is a financial advisor based in South Hamilton, Massachusetts, working with Clark & Stuart Inc. Katherine has previously held positions at Clark & Stuart, Inc, Mba Builders, Kld Management (Self Employed), Jumpstart For Young Children, and Nativity Preparatory School Of Boston. Katherine is registered to provide services in Texas. Currently, Katherine is part of Clark & Stuart Inc, which operates out of South Hamilton, Massachusetts. The firm has 1 office and 3 employees. The firm manages assets totaling $167.8 million and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Clark & Stuart Inc is asset-based.
Services Offered
Fee Structure
Office Location
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Clark & Stuart Inc Brokerage Details
$167,821,888
3
170
$987,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Katherine Dick Work History
Clark & Stuart, Inc
Mba Builders
Kld Management (Self Employed)
Jumpstart For Young Children
Nativity Preparatory School Of Boston
Disclosures
Please visit the SEC profile of Katherine Dick 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 Clark & Stuart Inc
South Hamilton, MA
South Hamilton, MA
Portland, ME
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