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ECLECTIC ASSOCIATES, INC.
CRD 111041 · SEC 801-21175
1440 NORTH HARBOR BLVD., SUITE 220, FULLERTON, CA, 92835, United States
Phone
714-738-0220
Fax
714-738-0483
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.47B
Discretionary AUM
$1.33B
Team
17 total employees; 10 advisory reps; 6 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 797 | $318.2M |
| High net worth individuals | 410 | $1.13B |
| Charitable organizations | 15 | $21.6M |
States served
AZ, CA, CO, ID, NV, NY, NC, OR, TN, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD