Overview
Assets Under Management: $1.2 billion
Headquarters: FULLERTON, CA
High-Net-Worth Clients: 341
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 341
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,743
Discretionary Accounts: 3,542
Non-Discretionary Accounts: 201
Regulatory Filings
CRD Number: 111041
Filing ID: 1977095
Last Filing Date: 2025-04-08 14:03:00
Website: https://eclecticassociates.com