What departments does The Clark Group Asset Management have?

The Clark Group Asset Management has employees across 1 departments including Finance.

What is the largest department at The Clark Group Asset Management?

The largest department at The Clark Group Asset Management is Finance with 1 employees.

Where are The Clark Group Asset Management employees located globally?

The Clark Group Asset Management has employees across 1 continents and 1 countries including United States Of America.

How has The Clark Group Asset Management's team size changed over time?

The Clark Group Asset Management's team has decreased from approximately 5 to 4 employees based on available data.

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The Clark Group Asset Management Employee Directory

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.

The Clark Group Asset Management Global Highlights

North America
9

United States Of America
9

The Clark Group Asset Management's Leadership

D. C.
President
Mobile Phone
Email
J. D.
President
Mobile Phone
Email
B. C.
Director Of Financial Planning
Mobile Phone
Email
M. C.
Administrative Assistant
Mobile Phone
Email
R. C.
Asset Management
Mobile Phone
Email

The Clark Group Asset Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from The Clark Group Asset Management

Name

Title

Contact Info

Location

Last Update

D. C.
President
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
J. D.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. C.
Director Of Financial Planning
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
M. C.
Administrative Assistant
Mobile Phone
Email
Oct 21, 2024
R. C.
Asset Management
Mobile Phone
Email
Jul 12, 2023

Frequently Asked Questions

What is The Clark Group Asset Management known for?

The Clark Group Asset Management was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 24941 Dana Point Drive Suite C-210 Dana Point, California 92629 United States. Explore The Clark Group Asset Management's company overview page for more information.

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

The Clark Group Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Clark Group Asset Management email formats with LeadIQ.

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

The Clark Group Asset Management has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are The Clark Group Asset Management's key employees and leadership?

As of May 2026, The Clark Group Asset Management's key employees include:

President: D. C.
President: J. D.
Director Of Financial Planning: B. C.
Administrative Assistant: M. C.
Asset Management: R. C.

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The Clark Group Asset Management Employee Directory

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