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 a corporation that has been SEC-registered since 1997. Public disclosures identify the firm as individually owned and list its internal classification as unclassified. The firm does not report itself as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser in the available record. The firm provided minimal public detail about its core advisory services, client segments, fee arrangements, or broader business activities. Because those fields were not supplied, there is no available description of typical client profiles, investment mandates, or fee models in the record.

Assets & Accounts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth