Eclectic Associates Inc

  • Financial Services
  • Fullerton CA
  • 23 employees
  • Financial Services
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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 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

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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.

Eclectic Associates Inc Industry Tags

Financial planning advice
Retirement planning
Investment management
IRA distribution and planning
Educational funding advice
Tax planning
Estate planning review
Fee-only Fiduciaries
Financial Services
Financial Advisory Services
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Eclectic Associates Inc Tech Stack

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FAQ

What is the location of Eclectic Associates Inc's headquarters?
The headquarters of Eclectic Associates Inc are situated at 1021 W Bastanchury Rd. Ste 120, Fullerton CA
What is Eclectic Associates Inc's phone number?
Eclectic Associates Inc's contact number is (714) 738-0220.
What is Eclectic Associates Inc's official website?
The official website of Eclectic Associates Inc can be found at eclecticassociates.com.
What is Eclectic Associates Inc's current revenue?
As of May 2014, Eclectic Associates Inc's annual revenue reached $5B.
How many employees does Eclectic Associates Inc currently have?
Eclectic Associates Inc employs approximately 23+ people as of May 2014
Which industries is Eclectic Associates Inc primarily operating in?
Eclectic Associates Inc operates in the following industries: Finance, Credit
What are Eclectic Associates Inc's industry tags?
Eclectic Associates Inc's industry tags include: Financial planning advice, Retirement planning, Investment management
When was Eclectic Associates Inc founded?
Eclectic Associates Inc was founded in 1984.

Employee Directory

Key Employees

Dave Little

President, CEO, Owner

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James Moore

Financial Advisor

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Scott Rojas

Vice President, Financial Advisor, Owner

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