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ECLECTIC ASSOCIATES, INC.

FULLERTON, CA · CRD 111041 · IAPD ↗ · eclecticassociates.com · 714-738-0220

$1.47BRegulatory AUM
10Advisory reps
17Employees
6Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — ECLECTIC ASSOCIATES, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — ECLECTIC ASSOCIATES, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — ECLECTIC ASSOCIATES, INC. notice-filed in NC, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — ECLECTIC ASSOCIATES, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — ECLECTIC ASSOCIATES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2024 — ECLECTIC ASSOCIATES, INC. crossed $1B in regulatory AUM ($923.4M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.