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Eclectic Associates, Inc.

Headquartered in FULLERTON, CA

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Firm Information

Eclectic Associates, Inc. is an investment advisor registered with the SEC and located in Fullerton, CA. They manage over $1 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Their services include financial planning and portfolio management. They also have a presence on social media, including LinkedIn, Facebook, and YouTube.

Eclectic Associates, Inc.

1440 NORTH HARBOR BLVD.

FULLERTON, CA 92835

$1.05B

Assets Under Management

8

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ECLECTIC ASSOCIATES, INC. has a total of 2 branch locations across the country.
location

FULLERTON, CA

location

Gunter, TX

Advisors at Eclectic Associates, Inc.

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David Kimber Little

CFP®, CFA®, RA

FULLERTON, CA

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Scott Andrew Rojas

CFP®, RA

FULLERTON, CA

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Russell William Hall

CFP®, RA

FULLERTON, CA

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Carl W.r. Lachman

CFP®, RA

FULLERTON, CA

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David Kenneth MacLeod

CFP®, CFA®, RA

FULLERTON, CA

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Clarissa Linda Hartono

CFP®, RA

FULLERTON, CA

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Amber Michelle Shrosbree

CFP®, RA

FULLERTON, CA

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Unclaimed
Travis John McShane

CFP®, CFA®, RA

FULLERTON, CA

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Disclosures

There are no public disclosures for Eclectic Associates, Inc..

Frequently Asked Questions (7)

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