Eclectic Associates

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1440 N Harbor Blvd Ste 220, Fullerton, C...

Phone Number

(714) 738-0220

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
1

About Eclectic Associates

Eclectic Associates, Inc. is a fee-only financial planning firm based in Fullerton, California, founded in 1984. The company provides comprehensive financial planning and investment management services to individuals and families throughout Southern California, focusing on their best interests as fiduciaries. Their clients include pre-retirees, retirees, business owners, and those experiencing significant life changes, all seeking reliable and consistent financial advice. With a commitment to personalized service, Eclectic Associates aims to help clients navigate their financial lives and achieve their long-term goals.Explore more
Eclectic Associates's Social MediaPopular SearchesEclectic Associates IncEclectic Investment Management LLCSIC Code 62,628NAICS Code 52,523Show more

Eclectic Associates Org Chart

PhoneEmail
DM
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Chief Investment Officer & Partner

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PB
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Chief Compliance Officer, Paraplanner & Partn...

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SR
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Vice President, Financial Advisor, Certified ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eclectic Associates

<$5M
11-50
Private
<$5M
2001
DM
David MacLeodChief Investment Officer & Partner
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2012
RZ
Rockie ZeiglerCertified Financial Planner & IRS Enrolled Agent
<$5M
1-10
Private
-
2001
KM
Krista MiddletonAdvisor and CFP
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eclectic Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eclectic Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eclectic Associates.

Eclectic Associates financials insights

Gather financial insights about Eclectic Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Eclectic Associates Tech Stack

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Frequently Asked Questions Regarding Eclectic Associates

What is Eclectic Associates's official website?
Eclectic Associates's official website is www.eclecticassociates.com
What is Eclectic Associates's Revenue?
Eclectic Associates's revenue is <$5 Million
What is Eclectic Associates's SIC code?
Eclectic Associates's SIC: 62,628
What is Eclectic Associates's NAICS code?
Eclectic Associates's NAICS: 52,523
How many employees does Eclectic Associates have?
Eclectic Associates has 11-50 employees
What industry does Eclectic Associates belong to?
Eclectic Associates is in the industry of: Finance, Securities Trading
What is Eclectic Associates competition?
Eclectic Associates top competitors include: Covenant Wealth Advisors, Safe Landing Financial, RP Zeigler Investment Services, Sterling Total Wealth Solutions
What technology does Eclectic Associates use?
Some of the popular technologies that Eclectic Associates uses are: Lucky Orange, Google Universal Analytics, Squarespace Online Stores, Adobe Typekit
How do I contact Eclectic Associates?
Eclectic Associates contact info: Phone number: (714) 738-0220 Website: www.eclecticassociates.com
What does Eclectic Associates do?

Eclectic Associates, Inc. is a fee-only financial planning firm based in Fullerton, California, founded in 1984. The company provides comprehensive financial planning and investment management services to individuals and families throughout Southern California, focusing on their best interests as fiduciaries. Their clients include pre-retirees, ret... irees, business owners, and those experiencing significant life changes, all seeking reliable and consistent financial advice. With a commitment to personalized service, Eclectic Associates aims to help clients navigate their financial lives and achieve their long-term goals.Read More

What are Eclectic Associates social media links?
Eclectic Associates Linkedin page Eclectic Associates Twitter page Eclectic Associates Facebook page
Is Eclectic Associates a public company?
Eclectic Associates is private company therefore does not currently have an official ticker symbol
See more information about Eclectic Associates

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