ACE Diversified Capital, Inc.
Firm details
- Headquarters
- San Gabriel, California
- CRD number
- 41768
- Registered since
- July 8, 1997
Firm profile
FINTRXOverview
ACE Diversified Capital, Inc. is an individually owned corporate adviser that has been SEC-registered since 1997. The firm is classified as unclassified in the dataset and is not identified as a capital allocator or a pension consultant. It also does not report being an active ESG investor, nor is it listed as a multi-state or newly formed adviser. The source does not provide specifics about the firm’s client segments, fee model, or advisory services, so there is limited public information on its investment mandates, target clientele, or service lines.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11Yan Zhang
Financial ConsultantCRD 7165364
Richard Lim
Registered RepresentativeCRD 1144085
Youngjin Lee
Registered RepresentativeCRD 1939369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Polygon Capital Advisors, LLC
Broker-DealerSausalito, CA
Montminy Securities, LLC
Broker-DealerSanta Monica, CA
Centaurus Financial, Inc.
Broker-DealerAnaheim, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Sutter Securities Clearing, LLC
Broker-DealerIrvine, CA