Clark Strategic Advisors, Inc. (Chicago)

Name: Clark Strategic Advisors, Inc.
Address: 500 W. Madison Street, Chicago, IL, 60661
Telephone: 312-798-3200

Clark Strategic Advisors, Inc. is an investment adviser to a business development company based in Chicago. It manages $9.77 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona and Texas.

Clark Strategic Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing 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.

Clark Strategic Advisors: assets under management

The assets under management (AUM) of Clark Strategic Advisors, Inc. is $9.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.95 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clark Strategic Advisors, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clark Strategic Advisors, Inc.

Leslie Norman Brockhurst has been acting as President since 1 Oct 2005. Ted Louis Disabato has served as the Chief Investment Officer since 1 Oct 2005. Christine Lynn Horvath joined the executive team most recently as the Chief Compliance Officer/Controller.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Clark Consulting	Shareholder	1 Sep 2005	75% - 100%	52-2103928
Leslie Norman Brockhurst	Director	1 Oct 2005	Other	2475864
Ted Louis Disabato	Director/chief investment officer	1 Oct 2005	Other	1348374
Thomas Hugh Dodd	Director/president	1 Oct 2005	Other	2600980
Susan Normantas Mcdermott	Director/senior vice president	1 Oct 2005	Other	2240147
Jon Brent Wildermuth	Director/senior vice president	1 Oct 2005	Other	2637152
Christine Lynn Horvath	Vice president, secretary, treasurer & chief compliance officer	1 Nov 2005	Other	4859491
Edward Joseph Bove	Secretary, treasurer & chief compliance officer	1 Mar 2006	Other	1861244
Llc Clark Wamberg	Shareholder	1 Mar 2007	75% - 100%	20-5815315
Christine Lynn Horvath	Chief compliance officer/controller	1 May 2007	Other	4859491

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Warren Thomas Wamberg	Member	1 Mar 2007	75% - 100%	1855051

Based in Chicago

The principal office where Clark Strategic Advisors, Inc. performs its advisory services is located at 500 W. Madison Street, Chicago, IL 60661, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-798-3200 or by fax 312-902-1984. The normal business hours are 8:30 am - 5:00 pm central on Monday - Friday. You can find more information about the New York firm at www.clarkstrategicadvisors.com.