Unclaimed Profile

Clark Gregory Frese

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC·CAMP HILL, Pennsylvania

Clean recordASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

3500 MARKET STREET, SUITE 102, CAMP HILL, PA 17011CRD# 214135Firm CRD# 147982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clark Gregory Frese · CAMP HILL, PA

Registration

CRD #214135 · ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Clark Gregory Frese is a registered financial advisor based in CAMP HILL, Pennsylvania, affiliated with ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

AUM

$76M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 214135

Firm CRD# 147982

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clark Gregory Frese offer?

Clark Gregory Frese specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CAMP HILL, Pennsylvania for a consultation.

What are Clark Gregory Frese's credentials?

Clark Gregory Frese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clark Gregory Frese located?

Clark Gregory Frese is based in CAMP HILL, Pennsylvania, working with ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC. Their office serves clients in the CAMP HILL metropolitan area and surrounding communities.

How does Clark Gregory Frese charge for services?

Clark Gregory Frese's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC?

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC has approximately 5 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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