Claim Profile
AC

Andrew Charles Clark

LEP MANAGEMENT LLC·SALT LAKE CITY, Utah
Unclaimed Profile
95 S. STATE STREET, SALT LAKE CITY, UT 84111CRD# 7089143Firm CRD# 173481
01

About

Andrew Charles Clark is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with LEP MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LEP MANAGEMENT LLC
LEP MANAGEMENT LLC
AUM
$469M
Regulatory assets under management
Employees
12
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: OTHER FEES RECEIVED FROM PORTFOLIO COMPANIES
Regulatory
SEC/IARD CRD# 7089143
Firm CRD# 173481
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Charles Clark offer?
Andrew Charles Clark specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Andrew Charles Clark's credentials?
Andrew Charles Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Charles Clark located?
Andrew Charles Clark is based in SALT LAKE CITY, Utah, working with LEP MANAGEMENT LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Andrew Charles Clark charge for services?
Andrew Charles Clark's firm is compensated through percentage of aum, performance-based fees, other: other fees received from portfolio companies. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEP MANAGEMENT LLC?
LEP MANAGEMENT LLC has approximately 12 employees and manages $469M 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 →
Browse by specialty