Eclectic Associates, Inc.

RIASEC RegisteredEst. 1984
Total AUM
$1.5B
Discretionary
$1.3B
90% of AUM
Avg account
$343K
Accounts
4,290
Employees
17
Advisory reps
17

Firm details

Headquarters
Fullerton, California
CRD number
111041
Registered since
May 14, 1984
Website
www.eclecticassociates.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.42%
  • Individuals21.6%
  • Charitable Organizations1.47%
  • Corporations / Businesses0.34%
  • Pension & Profit Sharing Plans0.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eclectic Associates, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 1984. The firm serves both individual/family clients and institutional clients and combines financial planning with portfolio management for individuals, small businesses, and institutional accounts. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 22%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 3

  • Patricia Buchholtz

    Chief Compliance OfficerCRD 6600640

  • David Little

    David Little

    President, CEOCRD 2465207

  • David Macleod

    David Macleod

    Chief Investment OfficerCRD 4983822

Contacts

3 of 14

  • Connie Hall

    TrusteeCRD 6757803

  • Julie Little

    TrusteeCRD 6453125

  • Carl Camp

    Carl Camp

    PresidentCRD 2625187

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 125

Active vs passive

$995M in ETFs

Passive

35%

$348M

Active

59%

$647M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU)American FundsActiveForeign Large Growth$59.2M1,709,7815.95%
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Location

Primary office

Fullerton, CA

Orange

Location

Fullerton, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
1440 N Harbor Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth