| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee E. Calderon | Trustee Of The Calderon Family Joint Living Trust Dtd 10/30/2006 | Under 5% | 2021 |
| Andrew Calderon | Trustee Of The Calderon Family Joint Living Trust Dtd 10/30/2006 | Under 5% | 2021 |
| Calderon Family Joint Living Trust Dtd 10/30/2006 | Shareholder | Under 5% | 2021 |
Eclectic Associates, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
Eclectic Associates, Inc. reports 15 employees.
Eclectic Associates, Inc. is based in Fullerton, CA and has been SEC-registered since 1984.
Eclectic Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835 |
| Phone | 714-738-0220 |
| Fax | 714-738-0483 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 743482 |
| Discloses disciplinary history | No |
| Discretionary | $1.08B |
| Non-discretionary | $142.2M |
| Total (RAUM) | $1.22B |