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Home > Retirement Planners > california > fullerton > ECLECTIC ASSOCIATES, INC.
ECLECTIC ASSOCIATES, INC.
1440 North Harbor Blvd.
Suite 220
Fullerton, California 92835
Tel: 714-738-0220
About ECLECTIC ASSOCIATES, INC.
ECLECTIC ASSOCIATES, INC, formally registered with the SEC as ECLECTIC ASSOCIATES, INC. The firm was established in 05/14/1984. They have over 2 offices throughout the country.
ECLECTIC ASSOCIATES, INC. is a Fullerton, California based Financial Planning firm with nearly $1,224,507,399 assets under management, offering retirement planning & investment advisory services to 3743 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111041 |
| SEC# | 801-21175 |
| Assets Managed by Firm | $1,224,507,399 |
| No. of Clients | 3743 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3743 | $1,224,507,399 |
| Individuals (other than high net worth individuals) | 685 | $273,222,746 |
| High net worth individuals | 341 | $924,373,151 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,329,417 |
| Charitable organizations | 12 | $20,394,146 |
| Corporations or other businesses | Fewer than 5 clients | $4,187,939 |
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