Clark Lewis

Overview

Clark Lewis is a state registered investment adviser based in Oak Park, IL, registered since 2019. It reports $1.3M in assets under management across 24 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$1.3M

Discretionary

100%

Accounts

24

Average account

$55.2K

Employees

1

Advisory reps

1

Registered since

2019

Jurisdictions

1

As reported in the firm's March 2023 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Ian S Burgess President, Chief Compliance Officer CRD 7017142

Advisory reps 1 of 1

• Ian S Burgess Investment Adviser Rep CRD 7017142

Location

Headquarters

137 N Oak Park Ave Ste 215 # 237
Oak Park, IL 60301

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: clarklewisfiduciary.com

Every state, with registration dates

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