Clark Asset Management & Associates

Clark Asset Management Associates, Inc. is a Registered Investment Advisor based in La Crescenta, CA, serving clients in California, Oklahoma, and Texas, as well as other U.S. states. They offer comprehensive portfolio management services, managing client assets on a discretionary basis and custodied at the Charles Schwab Corporation.

With a team led by Gary N. Clark, CFA, Clark Asset Management Associates, Inc. provides personalized investment solutions and strives to help clients achieve their financial goals. As a trusted advisor, they prioritize transparency and offer a free informational video and a physical copy of their Form ADV Part 2 to provide clients with detailed information about their fees and services.

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