What is The Clark Group Asset Management's NAICS code?

The Clark Group Asset Management's NAICS code is 52 (Finance and Insurance).

Insights

Fiduciary Advantage Independent fiduciary RIA with fee-only model and Schwab custody offers a compliant, conflict-free advisory stance that can be positioned to high-net-worth clients seeking unbiased asset management and fee transparency.

Niche Retiree Focus Specialization in asset allocation for retirees and high-net-worth families presents a ready-made angle for cross-sell opportunities to aging clients seeking risk-managed growth and comprehensive wealth planning.

Boutique Scale Small team with 2-10 employees suggests a personalized service model. Leverage this to pitch high-touch, concierge advisory packages to affluent prospects who value relationship-driven wealth management.

Experience Edge Over 80 years of combined investment experience and credentials (CFP®, Certified Private Wealth Advisor) can be highlighted to build trust with prospective clients seeking seasoned guidance and robust financial planning.

Digital & Compliance Tech stack and disclosures indicate potential for marketing automation, client onboarding enhancements, and data-driven advisor tools. Opportunity to upsell services around integrated planning tech and regulatory reporting improvements.

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The Clark Group Asset Management Tech Stack

The Clark Group Asset Management uses 8 technology products and services including Joomla, OWL Carousel, UPS, and more. Explore The Clark Group Asset Management's tech stack below.

Joomla
Content Management System
OWL Carousel
Javascript Libraries
UPS
Logistics
Office 365
Office Suites
X-XSS-Protection
Security
X-Content-Type-Options
Web & Portal Technology
Zoom
Web Conferencing
GoDaddy
Web Hosting

The Clark Group Asset Management's Email Address Formats

The Clark Group Asset Management uses at least 1 format(s):

The Clark Group Asset Management Email Formats	Example	Percentage
First@clarkgroupam.com	John@clarkgroupam.com	46%
Last@clarkgroupam.com	Doe@clarkgroupam.com	23%
First.Last@clarkgroupam.com	John.Doe@clarkgroupam.com	23%
First.Middle@clarkgroupam.com	John.Michael@clarkgroupam.com	8%

Frequently Asked Questions

What is The Clark Group Asset Management's official website and social media links?

The Clark Group Asset Management's official website is clarkgroupam.com and has social profiles on LinkedIn.

How much revenue does The Clark Group Asset Management generate?

As of July 2026, The Clark Group Asset Management's annual revenue is estimated to be $10M - $25M.

What is The Clark Group Asset Management's SIC code NAICS code?

The Clark Group Asset Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does The Clark Group Asset Management have currently?

As of July 2026, The Clark Group Asset Management has approximately 5 employees across 1 continents, including North America. Key team members include Extern: H. L.Administrative Assistant: M. C.Asset Management: R. C.. Explore The Clark Group Asset Management's employee directory with LeadIQ.

What industry does The Clark Group Asset Management belong to?

The Clark Group Asset Management operates in the Financial Services industry.

What technology does The Clark Group Asset Management use?

The Clark Group Asset Management's tech stack includes JoomlaOWL CarouselUPSOffice 365X-XSS-ProtectionX-Content-Type-OptionsZoomGoDaddy.

What is The Clark Group Asset Management's email format?

The Clark Group Asset Management's email format typically follows the pattern of First@clarkgroupam.com. Find more The Clark Group Asset Management email formats with LeadIQ.

When was The Clark Group Asset Management founded?

The Clark Group Asset Management was founded in 2005.

The Clark Group Asset Management

Q: What technology does The Clark Group Asset Management use?

The Clark Group Asset Management's tech stack includes OWL Carousel, PHP, Underscore.js, YouTube, Office 365.

Financial ServicesCalifornia, United States2-10 Employees

The Clark Group Asset Management is a small, independent wealth management firm in the financial services industry, based in Dana Point, Southern California. It operates on a fee-only basis and provides fiduciary, independent guidance, with Charles Schwab serving as its custodian. While rooted on the West Coast, the firm serves clients nationwide.

The firm focuses on asset allocation for retirees and high net worth families, helping clients organize, grow, and protect assets over time. Its team includes professionals such as CERTIFIED FINANCIAL PLANNERS™, a Certified Private Wealth Advisor, and seasoned managers, reflecting a broad range of financial services expertise. With more than 80 years of combined experience, the group aims to identify and adapt to changing market conditions while keeping clients' interests at the forefront.