Clark Daniel is a large advisory firm based in Kingston. It manages $30 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Washington.
Clark Daniel provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clark Daniel is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Clark Daniel for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Clark Daniel performs its advisory services is located at 29080 Hansville Road N.E., Kingston, WA 98346 The mailing address of the firm is P.O. Box 1806, Kingston, WA 98346 1806. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-855-8172. The normal business hours are 8am to 6pm on Monday - Friday.