FIND A CLARK DODGE ASSET MANAGEMENT, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 154822
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CLARK DODGE ASSET MANAGEMENT, LLC Comes From
Understanding the Statistics for CLARK DODGE ASSET MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
2 Westchester Park Drive Suite 107, White Plains, NY 10604
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
PART 2 ADV MARCH 2016 (2/28/2018)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at CLARK DODGE ASSET MANAGEMENT, LLC
TM
Tania Mansouri
RR
CRD#: 7857961
Location:
Encino, CA 91316
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
1 year
SG
Sandy Charles Giglio
RR
CRD#: 220281
Location:
Charlotte, NC 28210
Company:
INNOVATION PARTNERS LLC
Disclosures:
Experience:
59 years
Allan Wiltshire III
IAR
RR
CRD#: 7560871
Location:
Athens, GA 30601
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
3 years
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