RIA Intelligence

PACHIRA INVESTMENTS, INC.

Legal name: THE CLARK GROUP ASSET MANAGEMENT

CRD #164405 SEC #801-77136 DANA POINT, CA 949-558-3898
SEC Registered
Total AUM
$291.8M
Discretionary
$245.9M
Employees
5
Clients
10
Accounts
694

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, MELISSA, ANGELIQUEICORPORATE SECRETARYNA Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIPRESIDENT AND CEOE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CLARK, RAYMOND, MUSSETIFOUNDER & CHIEF EXECUTIVE OFFICERE Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
CEDERGREEN, ERIC, TODDIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (16)

AZ CA CO GA ID IL LA MI NC NE NH NV OR TX UT WA

Address

24941 DANA POINT HARBOR DRIVE
SUITE C210
DANA POINT, CA 92629
United States
Phone: 949-558-3898