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Eric Todd Cedergreen

PACHIRA INVESTMENTS, INC.·DANA POINT, California
Unclaimed Profile
24941 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629CRD# 2376216Firm CRD# 164405
01

About

Eric Todd Cedergreen is a registered financial advisor based in DANA POINT, California, affiliated with PACHIRA INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PACHIRA INVESTMENTS, INC.
THE CLARK GROUP ASSET MANAGEMENT
AUM
$245M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PACHIRA INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2376216
Firm CRD# 164405
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Todd Cedergreen offer?
Eric Todd Cedergreen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANA POINT, California for a consultation.
What are Eric Todd Cedergreen's credentials?
Eric Todd Cedergreen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Todd Cedergreen located?
Eric Todd Cedergreen is based in DANA POINT, California, working with PACHIRA INVESTMENTS, INC.. Their office serves clients in the DANA POINT metropolitan area and surrounding communities.
How does Eric Todd Cedergreen charge for services?
Eric Todd Cedergreen's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACHIRA INVESTMENTS, INC.?
PACHIRA INVESTMENTS, INC. has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DANA POINT
Mark Sholes Vanmourick — OPTIVEST, INC.Raymond Musset Clark — PACHIRA INVESTMENTS, INC.Lettie Hada Pivan — KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Gerald Howard Klein — KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Leslie Ann Calhoun — OPTIVEST, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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