ACE Diversified Capital, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
San Gabriel, California
CRD number
41768
Registered since
July 8, 1997

Firm profile

FINTRX

Overview

ACE Diversified Capital, Inc. is organized as a corporation and appears in FINTRX as an SEC-registered adviser since 1997. Ownership is listed as individual rather than institutional or employee-owned. The firm's classification is recorded as "unclassified," and several advisor-level flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser to another manager. FINTRX does not list the firm's client segments, specific advisory activities, or fee schedule. The available profile therefore provides only a high-level legal and regulatory snapshot rather than a description of the firm's service offering or investment mandate.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Richard Lim

    Registered RepresentativeCRD 1144085

  • Ellen Cheng

    Registered RepresentativeCRD 2898289

  • Weisheng Huang

    Registered RepresentativeCRD 2156351

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Gabriel, CA

Los Angeles

Location

San Gabriel, CA

Headquartered in San Gabriel, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
923 E Valley Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth