Company Overview
- Headquarters
- 1021 W Bastanchury Rd. Ste 120, Fullerton CA
- Website
- eclecticassociates.com
- Phone
- (714) 738-0220
- Employees
- 23
- Founded in
- 1984
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52399 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$5B
Who is Eclectic Associates Inc
Eclectic Associates Inc. is an independent, fee-only Registered Investment Advisory firm based in Fullerton, California. The company employs 23 individuals and generates approximately $5 million in annual revenue. Eclectic Associates provides comprehensive financial planning and investment management services to individuals and families located throughout Orange and Los Angeles counties, as well as across the United States. Their services encompass a wide range of financial needs, including retirement planning, investment management, cash flow analysis, insurance evaluation, tax strategies, company retirement plans, Social Security optimization, and estate planning. Eclectic Associates distinguishes itself from other advisors through several key factors. They operate on a fee-only model, meaning they are compensated solely by their clients and do not accept commissions or sell products. Additionally, they adhere to a fiduciary standard, prioritizing their clients' best interests in all recommendations. The firm boasts a team of experienced advisors with extensive education and credentials, including CFP® certifications, CFA® designations, BA degrees, and MBA degrees. Clients interested in learning more about Eclectic Associates' services can visit their website at eclecticassociates.com.
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