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CLARK & STUART INC
CRD 107991 · SEC 801-113250
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
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 178 | $189.7M |
| Charitable organizations | 2 | $5.9M |
States served
ME, MA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD