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 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

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
  • Yan Zhang

    Financial ConsultantCRD 7165364

  • Richard Lim

    Registered RepresentativeCRD 1144085

  • Youngjin Lee

    Registered RepresentativeCRD 1939369

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