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| Happy Holidays!! thanks for using AUM13F!! |
| Eclectic Associates Inc
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| CRD # | 111041 |
| SEC # | 801-21175 |
| CIK # | |
| AUM | $1.2 B (2025-04-08) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 714-738-0220 |
| Address | 1440 North Harbor Blvd Fullerton, CA 92835 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 685 | 273.2 |
| (b) Individuals (high net worth individuals) | 341 | 924.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 12 | 20.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,743 | 1,224.5 |
| By Discretionary | ||
| Discretionary | 3,542 | 1,082.3 |
| Non-Discretionary | 201 | 142.2 |
| Total | 3,743 | 1,224.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.1 | |
| United States Persons | 1,219.4 | |
| Total | 3,743 | 1,224.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sunesis Advisors LLC
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|
KS | 1.2 |
|
Quantum Financial Advisors LLC
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|
CA | 1.2 |
|
Capital Investment Services of America Inc
✚
|
WI | 1.2 |
|
Blueprint Investment Partners LLC
✚
|
NC | 1.2 |
|
Alpine Private Capital LLC
✚
|
MO | 1.2 |
|
Compass Financial Group Inc
✚
|
SD | 1.2 |
|
Westminster Financial Advisory Corp
✚
|
OH | 1.2 |
|
Galvin Gaustad & Stein LLC
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|
AZ | 1.2 |
|
Calton & Associates Inc
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|
FL | 1.2 |
|
Steigerwald Gordon & Koch Inc
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|
VA | 1.2 |