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Melissa Angelique Clark

PACHIRA INVESTMENTS, INC.·DANA POINT, California
Clean recordPACHIRA INVESTMENTS, INC.
24941 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629CRD# 5061055Firm CRD# 164405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Angelique Clark · DANA POINT, CA
Registration
CRD #5061055 · PACHIRA INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melissa Angelique Clark 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
Introduction

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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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5061055
Firm CRD# 164405
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Angelique Clark offer?
Melissa Angelique Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANA POINT, California for a consultation.
What are Melissa Angelique Clark's credentials?
Melissa Angelique Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Angelique Clark located?
Melissa Angelique Clark 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 Melissa Angelique Clark charge for services?
Melissa Angelique Clark'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 at PACHIRA INVESTMENTS, INC.

Eric Todd Cedergreen
DANA POINT, CA
Raymond Musset Clark
DANA POINT, CA

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Research
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