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PACHIRA INVESTMENTS, INC.
PACHIRA INVESTMENTS, INC.
THE CLARK GROUP ASSET MANAGEMENT
DANA POINT, California
·
3 registered advisors
·
CRD# 164405
SEC# 801-77136
0
949-558-3898
01
Firm Overview
AUM
$245M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PACHIRA INVESTMENTS, INC.
3 registered advisors
Eric Todd Cedergreen
DANA POINT, California
CRD# 2376216
Melissa Angelique Clark
DANA POINT, California
CRD# 5061055
Raymond Musset Clark
DANA POINT, California
CRD# 1009242
05
Office Locations
DANA POINT, California
3 advisors
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Data sourced from SEC Form ADV filings. PACHIRA INVESTMENTS, INC. (CRD# 164405) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.