CLARK FINANCIAL LLC

CLARK FINANCIAL LLC is an SEC-registered investment adviser (CRD 151339). Regulatory assets under management: $230K.

Registration

• CRD: 151339
• Type: Registered investment adviser
• Phone: 972-896-9920
• Latest filing: 2025-01-04
• Regulatory AUM: $230K
• Discretionary AUM: $230K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151339 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search