ECLECTIC ASSOCIATES, INC.
CRD #111041 SEC #801-21175 FULLERTON, CA 714-738-0220
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
15
Clients
--
Accounts
3,743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.2B | $1.1B | $142.2M | 15 | 9 |
| Mar 2025 | $1.2B | $1.1B | $142.2M | 15 | 9 |
| Oct 2024 | $1.1B | $921.4M | $132.8M | 15 | 8 |
| Jul 2024 | $1.1B | $921.4M | $132.8M | 15 | 8 |
| Feb 2024 | $1.1B | $921.4M | $132.8M | 15 | 8 |
| Feb 2023 | $923.4M | $814.2M | $109.2M | 15 | 7 |
| Oct 2022 | $1.1B | $905.4M | $165.6M | 14 | 8 |
| Aug 2022 | $1.1B | $905.4M | $165.6M | 14 | 8 |
| Mar 2022 | $1.1B | $905.4M | $165.6M | 14 | 8 |
| Feb 2022 | $1.1B | $905.4M | $165.6M | 14 | 8 |
| Oct 2021 | $921M | $775M | $146M | 13 | 13 |
| Aug 2021 | $921M | $775M | $146M | 13 | 13 |
| Feb 2021 | $921M | $775M | $146M | 13 | 13 |
| Oct 2020 | $822M | $688.2M | $133.8M | 13 | 11 |
| Jul 2020 | $822M | $688.2M | $133.8M | 13 | 11 |
| Jul 2020 | $822M | $688.2M | $133.8M | 13 | 11 |
| Jun 2020 | $822M | $688.2M | $133.8M | 13 | 11 |
| Jun 2020 | $822M | $688.2M | $133.8M | 13 | 11 |
| Feb 2020 | $822M | $688.2M | $133.8M | 13 | 11 |
| Mar 2019 | $727.4M | $610.3M | $117.2M | 14 | 8 |
| Feb 2019 | $727.4M | $610.3M | $117.2M | 14 | 8 |
| Dec 2018 | $723M | $617.8M | $105.2M | 14 | 8 |
| Mar 2018 | $723M | $617.8M | $105.2M | 14 | 8 |
| Sep 2017 | $686.2M | $587.4M | $98.8M | 15 | 700 |
| Apr 2017 | $686.2M | $587.4M | $98.8M | 15 | 700 |
| Feb 2017 | $686.2M | $587.4M | $98.8M | 15 | 700 |
| Jun 2016 | $645M | $555.9M | $89M | 16 | 600 |
| Mar 2016 | $645M | $555.9M | $89M | 16 | 600 |
| Nov 2015 | $633.7M | $538.6M | $95.1M | 13 | 600 |
| Feb 2015 | $633.7M | $538.6M | $95.1M | 13 | 600 |
| Mar 2014 | $565.5M | $478.6M | $86.9M | 13 | 600 |
| Jan 2014 | $491.6M | $415.5M | $76.1M | 12 | 600 |
| Apr 2013 | $491.6M | $415.5M | $76.1M | 12 | 600 |
| Mar 2013 | $491.6M | $415.5M | $76.1M | 12 | 600 |
| Mar 2013 | $491.6M | $415.5M | $76.1M | 12 | 600 |
| Nov 2012 | $470.8M | $393.3M | $77.5M | 12 | 500 |
| Feb 2012 | $470.8M | $393.3M | $77.5M | 11 | 500 |
| Jan 2012 | $470.8M | $393.3M | $77.5M | 11 | 500 |
| Dec 2011 | $450M | $375.5M | $74.4M | 11 | 500 |
| Aug 2010 | $332.5M | $287.2M | $45.3M | 10 | -- |
| Aug 2007 | $365M | $210.1M | $154.9M | 10 | -- |
| Dec 2005 | $260.9M | $260.9M | $0 | 10 | -- |
| Oct 2003 | $175.2M | $175.2M | $0 | 10 | -- |
| Sep 2001 | $148.6M | $148.6M | $0 | 10 | -- |
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$142.2M
Employees15
Clients9
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$142.2M
Employees15
Clients9
DateOct 2024
Total AUM$1.1B
Discretionary$921.4M
Non-Disc.$132.8M
Employees15
Clients8
DateJul 2024
Total AUM$1.1B
Discretionary$921.4M
Non-Disc.$132.8M
Employees15
Clients8
DateFeb 2024
Total AUM$1.1B
Discretionary$921.4M
Non-Disc.$132.8M
Employees15
Clients8
DateFeb 2023
Total AUM$923.4M
Discretionary$814.2M
Non-Disc.$109.2M
Employees15
Clients7
DateOct 2022
Total AUM$1.1B
Discretionary$905.4M
Non-Disc.$165.6M
Employees14
Clients8
DateAug 2022
Total AUM$1.1B
Discretionary$905.4M
Non-Disc.$165.6M
Employees14
Clients8
DateMar 2022
Total AUM$1.1B
Discretionary$905.4M
Non-Disc.$165.6M
Employees14
Clients8
DateFeb 2022
Total AUM$1.1B
Discretionary$905.4M
Non-Disc.$165.6M
Employees14
Clients8
DateOct 2021
Total AUM$921M
Discretionary$775M
Non-Disc.$146M
Employees13
Clients13
DateAug 2021
Total AUM$921M
Discretionary$775M
Non-Disc.$146M
Employees13
Clients13
DateFeb 2021
Total AUM$921M
Discretionary$775M
Non-Disc.$146M
Employees13
Clients13
DateOct 2020
Total AUM$822M
Discretionary$688.2M
Non-Disc.$133.8M
Employees13
Clients11
DateJul 2020
Total AUM$822M
Discretionary$688.2M
Non-Disc.$133.8M
Employees13
Clients11
DateJul 2020
Total AUM$822M
Discretionary$688.2M
Non-Disc.$133.8M
Employees13
Clients11
DateJun 2020
Total AUM$822M
Discretionary$688.2M
Non-Disc.$133.8M
Employees13
Clients11
DateJun 2020
Total AUM$822M
Discretionary$688.2M
Non-Disc.$133.8M
Employees13
Clients11
DateFeb 2020
Total AUM$822M
Discretionary$688.2M
Non-Disc.$133.8M
Employees13
Clients11
DateMar 2019
Total AUM$727.4M
Discretionary$610.3M
Non-Disc.$117.2M
Employees14
Clients8
DateFeb 2019
Total AUM$727.4M
Discretionary$610.3M
Non-Disc.$117.2M
Employees14
Clients8
DateDec 2018
Total AUM$723M
Discretionary$617.8M
Non-Disc.$105.2M
Employees14
Clients8
DateMar 2018
Total AUM$723M
Discretionary$617.8M
Non-Disc.$105.2M
Employees14
Clients8
DateSep 2017
Total AUM$686.2M
Discretionary$587.4M
Non-Disc.$98.8M
Employees15
Clients700
DateApr 2017
Total AUM$686.2M
Discretionary$587.4M
Non-Disc.$98.8M
Employees15
Clients700
DateFeb 2017
Total AUM$686.2M
Discretionary$587.4M
Non-Disc.$98.8M
Employees15
Clients700
DateJun 2016
Total AUM$645M
Discretionary$555.9M
Non-Disc.$89M
Employees16
Clients600
DateMar 2016
Total AUM$645M
Discretionary$555.9M
Non-Disc.$89M
Employees16
Clients600
DateNov 2015
Total AUM$633.7M
Discretionary$538.6M
Non-Disc.$95.1M
Employees13
Clients600
DateFeb 2015
Total AUM$633.7M
Discretionary$538.6M
Non-Disc.$95.1M
Employees13
Clients600
DateMar 2014
Total AUM$565.5M
Discretionary$478.6M
Non-Disc.$86.9M
Employees13
Clients600
DateJan 2014
Total AUM$491.6M
Discretionary$415.5M
Non-Disc.$76.1M
Employees12
Clients600
DateApr 2013
Total AUM$491.6M
Discretionary$415.5M
Non-Disc.$76.1M
Employees12
Clients600
DateMar 2013
Total AUM$491.6M
Discretionary$415.5M
Non-Disc.$76.1M
Employees12
Clients600
DateMar 2013
Total AUM$491.6M
Discretionary$415.5M
Non-Disc.$76.1M
Employees12
Clients600
DateNov 2012
Total AUM$470.8M
Discretionary$393.3M
Non-Disc.$77.5M
Employees12
Clients500
DateFeb 2012
Total AUM$470.8M
Discretionary$393.3M
Non-Disc.$77.5M
Employees11
Clients500
DateJan 2012
Total AUM$470.8M
Discretionary$393.3M
Non-Disc.$77.5M
Employees11
Clients500
DateDec 2011
Total AUM$450M
Discretionary$375.5M
Non-Disc.$74.4M
Employees11
Clients500
DateAug 2010
Total AUM$332.5M
Discretionary$287.2M
Non-Disc.$45.3M
Employees10
Clients--
DateAug 2007
Total AUM$365M
Discretionary$210.1M
Non-Disc.$154.9M
Employees10
Clients--
DateDec 2005
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees10
Clients--