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ECLECTIC ASSOCIATES, INC.

dba ECLECTIC ASSOCIATES, INC. · CRD 111041 · Registered Investment Adviser

ECLECTIC ASSOCIATES, INC. is a Registered Investment Adviser headquartered in FULLERTON, CA. The firm reports $1,473,498,385 in regulatory assets under management across 4,290 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,332,348,401
Non-discretionary$141,149,984
Total RAUM$1,473,498,385
Accounts4,290

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 111041. adviserinfo.sec.gov/firm/summary/111041.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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