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Amber Michelle Shrosbree

Eclectic Associates, Inc.

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About Amber Michelle Shrosbree

Amber Michelle Shrosbree is a Certified Financial Planner and has been in the industry since September 2018. She is currently registered with Eclectic Associates, Inc. in California and Texas. Amber has experience working with a variety of clients including high net worth individuals, charitable organizations and corporations. She provides financial planning, portfolio management for individuals and businesses.

Firm Information

Amber Shrosbree is currently registered with Eclectic Associates, Inc.. 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.

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Amber Shrosbree’s Registration & Firm History

CA

11/09/2021 - Present

Eclectic Associates, Inc. (FULLERTON CA)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amber Michelle Shrosbree.
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