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| Eclectic Associates Inc
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|---|---|
| CRD # | 111041 |
| SEC # | 801-21175 |
| CIK # | 0000743482 |
| AUM | 1,473.5 M (2026-04-03) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 714-738-0220 |
| Address | 1440 North Harbor Blvd Fullerton, CA 92835 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 797 | 318.2 |
| (b) Individuals (high net worth individuals) | 410 | 1,126.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.6 |
| (h) Charitable organizations | 15 | 21.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,290 | 1,473.5 |
| By Discretionary | ||
| Discretionary | 4,098 | 1,332.3 |
| Non-Discretionary | 192 | 141.1 |
| Total | 4,290 | 1,473.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.5 | |
| United States Persons | 1,464.0 | |
| Total | 4,290 | 1,473.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000743482] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 6 (1 non-US) |
| Serves | Institutional, Retail |
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