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Clark Leroy Permann

FINANCIAL MANAGEMENT, INC.·YAKIMA, Washington
Clean recordFINANCIAL MANAGEMENT, INC.
115 N. 50TH AVE., YAKIMA, WA 98908-2886CRD# 2182278Firm CRD# 117578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clark Leroy Permann · YAKIMA, WA
Registration
CRD #2182278 · FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Clark Leroy Permann is a registered financial advisor based in YAKIMA, Washington, affiliated with FINANCIAL MANAGEMENT, INC.. 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
Introduction

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Firm Overview

Firm
FINANCIAL MANAGEMENT, INC.
FINANCIAL MANAGEMENT, INC.
AUM
$477M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2182278
Firm CRD# 117578
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clark Leroy Permann offer?
Clark Leroy Permann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.
What are Clark Leroy Permann's credentials?
Clark Leroy Permann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clark Leroy Permann located?
Clark Leroy Permann is based in YAKIMA, Washington, working with FINANCIAL MANAGEMENT, INC.. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.
How does Clark Leroy Permann charge for services?
Clark Leroy Permann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT, INC.?
FINANCIAL MANAGEMENT, INC. has approximately 14 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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