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CLARK PLANNING & INVESTMENT ADVISORY

CLARK, GARY WILLARD

CRD 123020

Visit website

1900 PROVIDENCE PARK, SUITE 200, BIRMINGHAM, AL, 35242, United States

Phone

205-981-1120

Fax

205-981-1125

Registration

— (—)

Source

State registered

Total AUM

$10.7M

Discretionary AUM

$10.7M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-01-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals34$7.9M
High net worth individuals3$2.8M

All web addresses on file

Official SEC filing: View on IAPD