Clink Savings Inc. is an adviser based in Bney Zion. It manages $2.1 million of regulatory assets for 49,949 client accounts. It has been registered with the SEC as an adviser since 2015.
Clink Savings provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clink Savings Inc. is $2.1 million. The firm's AUM has grown by 188% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clink Savings Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Clink Savings is individuals with 49,949 clients and $2.1 million of assets under management. Among the 2 most similar advisory firms, Clink Savings has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $2.1 million for 49,949 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Clink Savings doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Clink Savings Inc. performs its advisory services is located at Pob 167, Bney Zion, 60910 The mailing address of the firm is 1313 N. Market Street Suite 5100, Wilmington, DE 19801. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number (800) 347-9620. The normal business hours are office visits by appointment only on Other. You can find more information about the New York firm at investmentips.com.