Miles
Clark
Dorsey, Wright & Associates, LLC
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About this Advisor
Miles Clark is a financial advisor working out of Richmond, Virginia with 1 year of relevant experience. Clark is currently employed by Dorsey, Wright & Associates, LLC. The advisor has gained experience at Nasdaq Dorsey Wright, Uber, Dorsey Wright & Associates, LLC, St. Stephens/St. Agnes School and Christopher Newport University. Clark maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Virginia. Dorsey, Wright & Associates, LLC is a company that has its headquarters in Richmond, VA. It has a total of 25 financial advisors. It controls $658 million in assets under management across its 967 accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advice to four charitable organizations. Of its 967 accounts, 49% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters, educational seminars and other services. A financial advisor's fees vary depending on the type of services provided. However, fees billed by Dorsey, Wright & Associates, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dorsey, Wright & Associates, LLC Brokerage Details
$657,787,470
25
967
$680,235
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Miles Clark Work History
Miles has been registered as a financial advisor for 1 years.*
Dorsey Wright & Associates, LLC
Nasdaq Dorsey Wright
Uber
Christopher Newport University
St. Stephens/St. Agnes School
*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 Miles 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 Dorsey, Wright & Associates, LLC
Richmond, VA
New York, NY
Richmond, VA
Richmond, VA
New York, NY
Richmond, VA
Richmond, VA
Richmond, VA
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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