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ECKEL FINANCIAL ADVISORS
CRD 334463
8060 SIERRA ST, FAIR OAKS, CA, 95628, United States
Phone
510-502-9164
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.8M
Discretionary AUM
$27.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.8M |
| High net worth individuals | 11 | $24.0M |
Official SEC filing: View on IAPD