Investment adviser · CRD 111041
ECLECTIC ASSOCIATES, INC.
Investment adviser filing (IA)
FULLERTON, CA, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $1.47B Form ADV · Item 5.F
- Client accounts
- 4,290 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 410 | $1,126,056,041 | 76.4% |
| Individuals | 797 | $318,247,761 | 21.6% |
| Charities | 15 | $21,617,554 | 1.5% |
| Corporations & businesses | Fewer than 5 | $4,954,168 | 0.3% |
| Retirement plans | Fewer than 5 | $2,622,861 | 0.2% |
Filing source
Form ADV 2125653 · Aug 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1440 NORTH HARBOR BLVD., SUITE 220FULLERTON, CA, 92835, United States
CRD 111041
Filing source
Form ADV 2125653 · Aug 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.