Alexander
Clark
Alpha Architect
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About this Advisor
Alexander Clark is a financial advisor who works in Havertown, Pennsylvania with 1 year of relevant experience. Clark is on the advisory team at Alpha Architect. Clark has gained experience at The Vanguard Group, Inc, Northwestern Mutual, Northwestern Mutual Investment Services, LLC, Ameriprise Financial Services, Inc, Longboard Asset Mangement, LLC, Virtua Partners, Advisor Group, Freelance and Alpha Architect. Clark has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Alpha Architect is a firm based out of Havertown, PA. It controls $483 million in assets among its 268 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 268 accounts, 71% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Alpha Architect has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice typically vary depending on which service is provided. However, fees billed by Alpha Architect can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Architect Brokerage Details
$482,854,802
19
268
$1,801,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Alexander Clark Work History
Alexander has been registered as a financial advisor for 1 years.*
Alpha Architect
Advisor Group
Freelance
Virtua Partners
Longboard Asset Mangement, LLC
Ameriprise Financial Services,Inc
The Vanguard Group, Inc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual
*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 Alexander 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 Alpha Architect
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
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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