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CLARK & STUART INC

CRD 107991 · SEC 801-113250

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1945 CONGRESS STREET BUILDING A, PORTLAND, ME, 04102, United States

Phone

207-775-1140

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$195.6M

Discretionary AUM

$195.6M

Team

4 total employees; 4 advisory reps; 180 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals178$189.7M
Charitable organizations2$5.9M

States served

ME, MA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD