A complete list of active advisors currently associated with Clark Financial LLC
Warmer can help you find a great advisor at Clark Financial LLC or one who fits your needs even better.
The firm provides discretionary investment advisory and portfolio management services primarily to individual clients and also accepts institutional clients for portfolio management, combining typical individual-focused services with a small institutional practice. It charges client accounts under common percentage-of-AUM arrangements and may, in certain cases, use performance-based fee arrangements. The firm’s principal oversees portfolio monitoring and supervisory reviews and is responsible for the implementation of the firm’s compliance program, including a formal Code of Ethics. The adviser reports no other active investment-related business activities and conducts ongoing reviews to align client portfolios with stated objectives. Compared with peers, the firm is very small—managing roughly $230,000 across a very limited client base—which is notable given its combination of institutional work and its use of performance-based fees, both uncommon among similar independent advisers. The principal also serves as the firm’s Chief Compliance Officer and the brochure discloses no disciplinary history, which may be relevant for clients assessing regulatory oversight and governance.
To learn more about the advisors currently working at Clark Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 16
|
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