Unclaimed Profile

Aimee E. Calderon

ECLECTIC ASSOCIATES, INC.·FULLERTON, California

Clean record24 years registeredECLECTIC ASSOCIATES, INC.

1440 NORTH HARBOR BLVD., FULLERTON, CA 92835CRD# 4721423Firm CRD# 111041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aimee E. Calderon · FULLERTON, CA

Registration

CRD #4721423 · ECLECTIC ASSOCIATES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

ECLECTIC ASSOCIATES, INC.

Oct 2015 – present

ECLECTIC ASSOCIATES INC

Jan 2002 – Oct 2010

FULLERTON, CA

Registrations & Exams

Registration record

First registered · January 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ECLECTIC ASSOCIATES, INC.

CRD 111041 · SEC 801-21175

AUM

$1.1B

Regulatory assets under management

Employees

3,341 client accounts

Services offered by ECLECTIC ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ECLECTIC ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Aimee E. Calderon offer?

Aimee E. Calderon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULLERTON, California for a consultation.

What are Aimee E. Calderon's credentials?

Aimee E. Calderon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aimee E. Calderon located?

Aimee E. Calderon is based in FULLERTON, California, working with ECLECTIC ASSOCIATES, INC.. Their office serves clients in the FULLERTON metropolitan area and surrounding communities.

How does Aimee E. Calderon charge for services?

Aimee E. Calderon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ECLECTIC ASSOCIATES, INC.?

ECLECTIC ASSOCIATES, INC. has approximately 15 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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