LeadIQ logo
Learn more at LeadIQ.com
The Clark Group Asset Management logo

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.

Find The Clark Group Asset Management employees' phone numbers or email addresses

The Clark Group Asset Management Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

The Clark Group Asset Management's Leadership

  • Stylized image of a person
    H. L.
    Extern
    Mobile Phone
  • Stylized image of a person
    M. C.
    Administrative Assistant
    Mobile Phone
  • Stylized image of a person
    R. C.
    Asset Management
    Mobile Phone

The Clark Group Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from The Clark Group Asset Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    H. L.
    Extern
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    M. C.
    Administrative Assistant
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    R. C.
    Asset Management
    Mobile Phone
    Jul 12, 2023

Frequently Asked Questions

What is The Clark Group Asset Management known for?

Minus sign iconPlus sign iconThe Clark Group Asset Management was founded in 2005 operates in the Financial Services industry. 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?

Minus sign iconPlus sign iconThe 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?

Minus sign iconPlus sign iconThe Clark Group Asset Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Extern: H. L.
  • Administrative Assistant: M. C.
  • Asset Management: R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.