Overview
Assets Under Management: $1.2 billion
Headquarters: FULLERTON, CA
High-Net-Worth Clients: 341
Average Client Assets: $3 million
Frequently Asked Questions
ECLECTIC ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111041), ECLECTIC ASSOCIATES, INC. is subject to fiduciary duty under federal law.
ECLECTIC ASSOCIATES, INC. is headquartered in FULLERTON, CA.
ECLECTIC ASSOCIATES, INC. serves 341 high-net-worth clients according to their SEC filing dated April 08, 2025. View client details ↓
According to their SEC Form ADV, ECLECTIC ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ECLECTIC ASSOCIATES, INC. manages $1.2 billion in client assets according to their SEC filing dated April 08, 2025.
According to their SEC Form ADV, ECLECTIC ASSOCIATES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
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