Julie Mary Clark
Co-TrusteeWorth Asset Management, LLCCRD 5766358
About Julie Mary Clark
Julie Mary Clark is listed as Co-Trustee at Worth Asset Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Worth Asset Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Julie Mary Clark work?
Julie Mary Clark is listed as Co-Trustee at Worth Asset Management, LLC on SEC Form ADV.
How much of Worth Asset Management, LLC does Julie Mary Clark own?
Form ADV reports a beneficial ownership band of 25-50%.
Worth Asset Management, LLC
| Title | Co-Trustee |
| Ownership | 25-50% |
| Control person | No |
| Since | 2023 |