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DEFINE FINANCIAL, LLC
CRD 286648 · SEC 801-122024
12526 HIGH BLUFF DRIVE, SUITE 270, SAN DIEGO, CA, 92130, United States
Phone
(858) 345-1197
Fax
(858) 345-1319
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$314.6M
Discretionary AUM
$314.6M
Team
7 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $11.3M |
| High net worth individuals | 86 | $263.5M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD