Clark Asset Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

300 Brickstone Sq Ste 201, Andover, Mass...

Phone Number

(978) 364-0605

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Clark Asset Management

Clark Asset Management is a fee-only wealth management firm based in Boston, MA, specializing in retirement income planning. They focus on providing personalized financial strategies that aim to grow and protect clients' wealth while eliminating conflicts of interest associated with commission-based advising. Their services are tailored for individuals who are retiring soon or are already retired, helping them maximize social security benefits, build pensions, and manage low-cost growth portfolios. The firm is committed to transforming the financial advisory industry into a helping profession, prioritizing clients' life goals and financial simplicity.Explore more
Clark Asset Management's Social MediaPopular SearchesClark Asset Management LLCClark Asset ManagementBradley ClarkBradley Clark, CFPBradley Clark IncSIC Code 62,628NAICS Code 52,523Show more

Clark Asset Management Org Chart

BC
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Chief Executive Officer & President

PhoneEmail
BW
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Head Trader

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MR
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Operations & Cx Head

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AO
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Director, Growth

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KM
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Lead Financial Planner

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ML
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Lead Financial Planner

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NH
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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clark Asset Management

<$5M
1-10
Private
-
2016
BC
Bradley ClarkCEO & President
$6.7M
1-10
Private
-
1985
WJ
Wendi JensenDirector, Client Services
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Clark Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clark Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clark Asset Management.

Clark Asset Management Tech Stack

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Frequently Asked Questions Regarding Clark Asset Management

What is Clark Asset Management's official website?
Clark Asset Management's official website is www.bradleyclark.com
What is Clark Asset Management's Revenue?
Clark Asset Management's revenue is <$5 Million
What is Clark Asset Management's SIC code?
Clark Asset Management's SIC: 62,628
What is Clark Asset Management's NAICS code?
Clark Asset Management's NAICS: 52,523
How many employees does Clark Asset Management have?
Clark Asset Management has 1-10 employees
What industry does Clark Asset Management belong to?
Clark Asset Management is in the industry of: Finance, Securities Trading
What is Clark Asset Management competition?
Clark Asset Management top competitors include: Mosaic Retirement Planning, Great Lakes Wealth Advisors, Advanced Retirement Strategies, Phase 2 Wealth Advisors
What technology does Clark Asset Management use?
Some of the popular technologies that Clark Asset Management uses are: Cloudflare Website Optimization, Cloudflare CDN, WisePops, Google Font API
How do I contact Clark Asset Management?
Clark Asset Management contact info: Phone number: (978) 364-0605 Website: www.bradleyclark.com
What does Clark Asset Management do?

Clark Asset Management is a fee-only wealth management firm based in Boston, MA, specializing in retirement income planning. They focus on providing personalized financial strategies that aim to grow and protect clients' wealth while eliminating conflicts of interest associated with commission-based advising. Their services are tailored for individ... uals who are retiring soon or are already retired, helping them maximize social security benefits, build pensions, and manage low-cost growth portfolios. The firm is committed to transforming the financial advisory industry into a helping profession, prioritizing clients' life goals and financial simplicity.Read More

What are Clark Asset Management social media links?
Clark Asset Management Linkedin page Clark Asset Management Twitter page Clark Asset Management Facebook page
Is Clark Asset Management a public company?
Clark Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Clark Asset Management

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