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CLARK FINANCIAL SERVICES GROUP, INC.
CLARK FINANCIAL SERVICES GROUP INC
CRD 110650 · SEC 801-50052
14310 OLIVE BLVD, CHESTERFIELD, MO, 63017, United States
Phone
314-469-5000
Fax
314-469-5525
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$498.7M
Discretionary AUM
$441.4M
Team
6 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsMarket timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $100.6M |
| High net worth individuals | 125 | $387.8M |
| Charitable organizations | 4 | $7.5M |
| Corporations/business entities | 6 | $2.9M |
States served
CA, CO, IL, LA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD