ECLECTIC ASSOCIATES, INC.

FULLERTON, California·7 registered advisors·CRD# 111041
SEC# 801-211751714-738-0220
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ECLECTIC ASSOCIATES, INC.

7 registered advisors
Aimee E. Calderon
FULLERTON, California
Carl Wesley Roger Lachman
FULLERTON, California
David Kenneth Macleod
FULLERTON, California
David Kimber Little
FULLERTON, California
Russell William Hall
FULLERTON, California
Scott Andrew Rojas
FULLERTON, California
Travis John Mcshane
FULLERTON, California
05

Office Locations

FULLERTON, California
7 advisors

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Data sourced from SEC Form ADV filings. ECLECTIC ASSOCIATES, INC. (CRD# 111041) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.