Eclectic Associates Inc.

1021 W. Bastanchury Road

Suite 120

Fullerton, CA 92833

(714) 738-0220

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $415,470,502 2,019 $205,780
Non-discretionary $76,136,490 235 $323,985
Total $491,606,992 2,254 $218,104


Employees 12


High-net-worth individuals 26-50%
Financial planning clients More than 500


High-net-worth client assets Up to 50%


Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No

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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (2) Total AUM is at least $100M. (3) Does not have employees who are registered representatives of a broker-dealer. (4) Provided investment advisory services to clients during its most recently completed fiscal year. (5) No more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% of regulatory assets under management is attributable to corporations or other businesses. (8) Does not receive commissions. (9) Provides financial planning services. (10) Is not actively engaged in business as a broker-dealer (registered or unregistered). (11) Is not actively engaged in business as a registered representative of a broker-dealer. (12) Has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

  @IN Wire

Apr 16 05:12PM
Bad news/good news for @MerrillLynch: head count is down, but fee revenue is way up and Merrill One is surging
Apr 16 04:15PM
Thanks to a new Finra proposal on broker background checks, hiring is about to get more complicated:

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