RIA Intelligence

CASEY THOMAS CLARK

CRD #107459 SEC #801-41333 NEWPORT BEACH, CA 949-721-6629
SEC Registered
Total AUM
$33.9M
Discretionary
$33.9M
Employees
5
Clients
--
Accounts
23

AUM Over Time

DateJun 2011
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees5
Clients--