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James Milton Clark

BELLEAIR ASSET MANAGEMENT, LLC·BELLEAIR BLUFFS, Florida
PFSSeries 53Series 24Series 55Series 7Series 65Series 63SIE
Unclaimed Profile
259 INDIAN ROCKS ROAD NORTH, BELLEAIR BLUFFS, FL 33770CRD# 1471379Firm CRD# 290882
01

About

James Milton Clark is a registered financial advisor based in BELLEAIR BLUFFS, Florida, affiliated with BELLEAIR ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BELLEAIR ASSET MANAGEMENT, LLC
BELLEAIR ASSET MANAGEMENT, LLC
AUM
$216M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BELLEAIR ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1471379
Firm CRD# 290882
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Milton Clark offer?
James Milton Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEAIR BLUFFS, Florida for a consultation.
What are James Milton Clark's credentials?
James Milton Clark holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Milton Clark located?
James Milton Clark is based in BELLEAIR BLUFFS, Florida, working with BELLEAIR ASSET MANAGEMENT, LLC. Their office serves clients in the BELLEAIR BLUFFS metropolitan area and surrounding communities.
How does James Milton Clark charge for services?
James Milton Clark's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELLEAIR ASSET MANAGEMENT, LLC?
BELLEAIR ASSET MANAGEMENT, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BELLEAIR BLUFFS
Tina E Clark — BELLEAIR ASSET MANAGEMENT, LLC
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Research
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