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Shane K Clark

International Asset Management

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About Shane K Clark

Shane Clark is an Investment Advisor Representative at International Asset Management in San Mateo, CA. Shane has been in the financial services industry for over 10 years and holds the Series 65 license. Shane has experience working with both individuals and corporations. Shane specializes in providing portfolio management and financial planning services. Shane's firm, International Asset Management, has a total of 243 accounts under management with $84,000,000 in assets. Shane is also the Chief Compliance Officer of Odyssey Wealth.

Firm Information

Shane Clark is currently registered with International Asset Management. International Asset Management is an investment advisor with 5 investment advisor representatives and $84 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, selection of other advisors, and other advisory services. They primarily serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. They manage assets for 243 accounts, including 243 discretionary accounts. The firm has a website at HTTP://WWW.IAMADVISORS.COM.

$84.00M

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio analysis

Portfolio analysis

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Shane Clark’s Registration & Firm History

CA

07/29/2020 - Present

International Asset Management (SAN MATEO CA)

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Licenses & Designations

IA

Issued 07/29/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane K Clark.
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