CLARK PLANNING & INVESTMENT ADVISORY

CLARK PLANNING & INVESTMENT ADVISORY of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 123020). Regulatory assets under management: $10.7M.

Registration

• CRD: 123020
• Type: Registered investment adviser
• Location: 1900 PROVIDENCE PARK, BIRMINGHAM, AL, 35242
• Phone: 205-981-1120
• Latest filing: 2026-01-16
• Regulatory AUM: $10.7M
• Discretionary AUM: $10.7M
• Clients: 2
• Accounts: 115

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123020 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search