M. Brooks Clark, Cfp, Inc. is a large advisory firm based in Birmingham. It manages $119.02 million of regulatory assets for 866 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Alabama.
M. Brooks Clark, Cfp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of M. Brooks Clark, Cfp, Inc. is $119.02 million. The firm's AUM has grown by 189% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay M. Brooks Clark, Cfp, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where M. Brooks Clark, Cfp, Inc. performs its advisory services is located at 4128 Crosshaven Drive, Birmingham, AL 35243 The mailing address of the firm is P O Box 43828, Birmingham, AL 35243. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 205-298-8480 or by fax 205-298-8470. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.clarkfinancialadvisors.com.