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

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

Insights

Independent fiduciary As a fee-only independent RIA using Schwab custody, The Clark Group Asset Management can position itself as a trusted, conflict-free advisor to high-net-worth clients seeking transparent advisory relationships.

High-net-worth niche Specializing in retirees and high-net-worth families presents sales opportunities to cross-sell advanced wealth planning, tax-efficient investing, and legacy planning services to affluent prospects nationwide.

Experience strength With over 80 years of combined investment experience and credentialed staff (CFP, CPWA), there is a compelling story to leverage in targeted outreach to institutions or families seeking stability and seasoned guidance.

Tech and custody Existing tech stack and reliance on recognized custodians like Charles Schwab can be highlighted to prospects seeking robust digital experience, secure custody, and scalable reporting capabilities.

Growth potential Revenue range indicates a mid-market advisory with room to scale; sales efforts could target regional expansion, strategic partnerships, and white-label or outsourced CIO services to broaden client base.

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The Clark Group Asset Management Tech Stack

The Clark Group Asset Management uses 8 technology products and services including Amazon Web Services, Drupal, Joomla, and more. Explore The Clark Group Asset Management's tech stack below.

Amazon Web Services
Cloud Hosting
Drupal
Content Management System
Joomla
Content Management System
Salesforce
Customer Relationship Management
Microsoft 365
Email
X-Content-Type-Options
Web & Portal Technology
Zoom
Web Conferencing
Apache
Web Servers

The Clark Group Asset Management's Email Address Formats

The Clark Group Asset Management uses at least 4 email formats:

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 September 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 and NAICS code?

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

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

As of September 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. and 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 Amazon Web Services, Drupal, Joomla, Salesforce, Microsoft 365, X-Content-Type-Options, Zoom and Apache.

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.