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ECLECTIC ASSOCIATES, INC.
FULLERTON, CA
714-738-0220
SEC #801-21175Total AUM
$1.5B
Employees
17Clients
1,224Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1440 NORTH HARBOR BLVD.
SUITE 220
FULLERTON
CA 92835
United States
SUITE 220
FULLERTON
CA 92835
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
714-738-0220
Other Offices
2
Financials
Total AUM
$1.5B
Accounts
4,290Discretionary
$1.3B
Accounts
4,098Non-Discretionary
$141.1M
Accounts
192
Clients
Individual Clients
797AUM
$318.2M
HNW Individual Clients
410AUM
$1.1B
Pension/Profit Sharing Plan Clients
1AUM
$2.6M
Charitable Organization Clients
15AUM
$21.6M
Corporation or Business Clients
1AUM
$5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDNCNVNYORTNTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.