Investment adviser · CRD 110673
CLARK ASSOCIATES FINANCIAL PLANNING, INC
Investment adviser filing (IA)
CLARK ASSOCIATES FINANCIAL PLANNING INC
BRADDOCK, NJ, United States · Form ADV filed Apr 9, 2012
- Regulatory AUM
- $62M Form ADV · Item 5.F
- Client accounts
- 298 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 9, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
145 SOUTH ROUTE 73BRADDOCK, NJ, 08037, United States
CRD 110673
Filing source
Form ADV 638800 · Apr 9, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.