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The Clark Group Asset ManagementFinancial advisor in Dana Point, CA

The Clark Group Asset Management is a financial advisor at 24941 Dana Point Harbor Dr c210, Dana Point, CA 92629, ranked #16 of 382 financial advisors in Dana Point and rated 5.0 from 18 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Dana Point, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 558-3898Website ↗

Key facts

Key facts about The Clark Group Asset Management
Address24941 Dana Point Harbor Dr c210, Dana Point, CA 92629Get directions
Phone(949) 558-3898
Websiteclarkgroupam.com
HoursMonday to Friday: 7 AM – 4 PM
Google rating5.0 from 18 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Dana Point and 11 towns within 25 miles: San Juan Capistrano, Laguna Niguel, San Clemente, Aliso Viejo, Laguna Beach, Ladera Ranch, Mission Viejo, Laguna Woods, Laguna Hills, Coto De Caza and Lake Forest.

Based in Dana Point, CAView on map

Opening hours

Opening hours for The Clark Group Asset Management
DayHours
Monday7 AM – 4 PM
Tuesday7 AM – 4 PM
Wednesday7 AM – 4 PM
Thursday7 AM – 4 PM
Friday7 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about The Clark Group Asset Management

How is The Clark Group Asset Management ranked in Dana Point?

The Clark Group Asset Management is ranked #16 of 382 financial advisors in Dana Point by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are The Clark Group Asset Management’s hours?

The Clark Group Asset Management is open Monday to Friday. Its listed hours are Monday to Friday, 7 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does The Clark Group Asset Management serve?

Serves Dana Point and 11 towns within 25 miles: San Juan Capistrano, Laguna Niguel, San Clemente, Aliso Viejo, Laguna Beach, Ladera Ranch, Mission Viejo, Laguna Woods, Laguna Hills, Coto De Caza and Lake Forest. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about The Clark Group Asset Management?

The Clark Group Asset Management has a rating of 5.0 from 18 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact The Clark Group Asset Management?

Call The Clark Group Asset Management on (949) 558-3898. The business is at 24941 Dana Point Harbor Dr c210, Dana Point, CA 92629. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

The Clark Group Asset Management compared with nearby businesses
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