Bank / Wealth / TrustRIA · CRD 284480SEC-Registered

Updated:

Clark Asset Management + Associates

Clark Asset Management + Associates was established in 1989 as a US wealth manager and registered investment advisor. The firm supplies investment advisory...

Clark Asset Management + Associates logo

Clark Asset Management + Associates

Clark Asset Management + Associates was established in 1989 as a US wealth manager and registered investment advisor. The firm supplies investment advisory services that include portfolio management and estate planning. It serves individuals and high-net-worth individuals. No specific asset classes, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm functions as a conventional RIA without disclosed hybrid structures or external co-investor clubs.

General information

Firm type

Bank / Wealth / Trust

Year founded

1989

AUM

Undisclosed

Location

Region

North America

Country

United States

City

La Crescenta

Corporate office

La Crescenta, United States

Frequently asked questions

Who runs investment decisions at Clark Asset Management + Associates?

No named principals or CIO appear in public records.

Does Clark Asset Management + Associates participate in fund commitments or only direct deals?

Available information shows only advisory services to individuals and high-net-worth clients.

What investment stages does Clark Asset Management + Associates typically target?

No stage focus or asset-class mix is disclosed.

Where does the underlying wealth come from?

Wealth origin is not attributed to any specific family or source.

Is Clark Asset Management + Associates structured as a single family office?

The firm operates as a registered investment advisor serving multiple clients rather than a single-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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