PACHIRA INVESTMENTS, INC.
Doing business as THE CLARK GROUP ASSET MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$343,928,504
Discretionary
$300,823,360
Non-discretionary
$43,105,144
Firm details
- CRD number
- 164405
- SEC file number
- 801-77136
- Main office
- DANA POINT, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.