RIA Intel›Advisers›Colorado›CLARK, CHARLES LEE JR.

CLARK, CHARLES LEE JR.

Advisory

GRAND JUNCTION, CO

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$375K

across 10 accounts

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InAZ, CO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

105 clients

The full client-type breakdown and the share of AUM each category represents.

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