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CLARK COMPANY
CLARK, ROBERT O.
CRD 121288
586 BELLERIVE DRIVE, SUITE 2B, ANNAPOLIS, MD, 21409, United States
Phone
410-544-1641
Fax
410-544-1642
Registration
— (—)
Source
State registered
Total AUM
$138.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 144 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $95.5M |
| High net worth individuals | 42 | $36.6M |
| Pension/profit sharing plans | 1 | $6.1M |
Official SEC filing: View on IAPD