Unclaimed Profile

Richard Donald Miles

CLARK CAPITAL MANAGEMENT GROUP INC·PHILADELPHIA, Pennsylvania

Clean recordCLARK CAPITAL MANAGEMENT GROUP INC

ONE LIBERTY PLACE, 53RD FLOOR, PHILADELPHIA, PA 19103CRD# 1208689Firm CRD# 104796

Profile Verification

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

Identity

Richard Donald Miles · PHILADELPHIA, PA

Registration

CRD #1208689 · CLARK CAPITAL MANAGEMENT GROUP INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Donald Miles is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with CLARK CAPITAL MANAGEMENT GROUP INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CLARK CAPITAL MANAGEMENT GROUP INC

AUM

$25.9B

Regulatory assets under management

Employees

140

Total firm employees

View all advisors at CLARK CAPITAL MANAGEMENT GROUP INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1208689

Firm CRD# 104796

View on FINRA BrokerCheck →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Donald Miles offer?

Richard Donald Miles specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Richard Donald Miles's credentials?

Richard Donald Miles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Donald Miles located?

Richard Donald Miles is based in PHILADELPHIA, Pennsylvania, working with CLARK CAPITAL MANAGEMENT GROUP INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Richard Donald Miles charge for services?

Richard Donald Miles'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 CLARK CAPITAL MANAGEMENT GROUP INC?

CLARK CAPITAL MANAGEMENT GROUP INC has approximately 140 employees and manages $25.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →