The Clark Group Asset Management
The Clark Group Asset Management is an SEC-registered mass-market adviser in Dana Point, CA with $343.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns The Clark Group Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164405, SEC 801-77136, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $343.9M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Dana Point, CA
- Employees
- 5
- Clients
- 469
- CRD
- 164405
- Ownership
- CEDERGREEN, ERIC, TODD; CLARK, RAYMOND, MUSSET; CLARK, MELISSA, ANGELIQUE
How much AUM does The Clark Group Asset Management have?
The Clark Group Asset Management reported $343.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns The Clark Group Asset Management?
Disclosed owners and executives of The Clark Group Asset Management include CEDERGREEN, ERIC, TODD, CLARK, RAYMOND, MUSSET, CLARK, MELISSA, ANGELIQUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.