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CLARK BROWN, LLC
CRD 323011
215 HAWTHORNE PARK, SUITE B, ATHENS, GA, 30606, United States
Phone
706-410-1600
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$27.7M
Discretionary AUM
$26.3M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION-BASED FINANCIAL PLANNING, WELLNESS COACHING, BUDGET
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $7.4M |
| High net worth individuals | 12 | $20.2M |
| Charitable organizations | 1 | $107K |
All web addresses on file
Official SEC filing: View on IAPD