Shane K Clark
Investment adviser representative at International Asset Management
10 yearsExperience
1 stateRegistered in
$173.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- International Asset ManagementJul 2020 to now
- Individual Asset Management, Inc.Jul 2020 to now
- Odyssey Wealth LLCJan 2017 to now
- Cross Border PlanningOct 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
International Asset Management
Legal name: Individual Asset Management, Inc
$173.1MAssets managed
190Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4987239
- Firm CRD
- 123418