THE CLARK GROUP ASSET MANAGEMENT

PACHIRA INVESTMENTS, INC.

CRD 164405 · SEC 801-77136

Visit website

24941 DANA POINT HARBOR DRIVE, SUITE C210, DANA POINT, CA, 92629, United States

Phone

949-558-3898

Fax

949-558-3901

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$343.9M

Discretionary AUM

$300.8M

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)FINANCIAL ANALYSIS, NEWSLETTERS AND SEMINARS FOR EXISTING AND POTENTIAL CLIENTS

Client types

Type	Clients	AUM
Individuals	284	$83.3M
High net worth individuals	174	$256.9M
Pension/profit sharing plans	6	$3.6M
Corporations/business entities	5	$106K

States served

AZ, CA, CO, GA, NE, NV, NC, OR, UT, WA, TX

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/CLARKGROUPAM/
HTTPS://WWW.YOUTUBE.COM/@CLARKGROUPAM
HTTPS://WWW.INSTAGRAM.COM/CLARKGROUPAM
HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-CLARK-GROUP-ASSET-MANAGEMENT/ABOUT/?VIEWASMEMBER=TRUE
HTTP://WWW.CLARKGROUPAM.COM

Official SEC filing: View on IAPD