ECLECTIC ASSOCIATES, INC.

ECLECTIC ASSOCIATES, INC. of FULLERTON, CA is an SEC-registered investment adviser (CRD 111041). Regulatory assets under management: $1.5B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (35)

Showing 25 of 35 people.

NameRoleLocation
Carl Jackson CampDIRECTOR
David Kimber LittlePRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, CHAIRMAN, DIRECTOR
Julie Ann LittleTRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, DIRECTOR
Patricia Burnette BuchholtzCHIEF COMPLIANCE OFFICER
Carl Wesley Roger LachmanVICE PRESIDENT (SINCE 06/2016), TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004
Marcia Nash LachmanTRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004
Scott Andrew RojasSHAREHOLDER
Russell William HallTRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015
Connie Shek HallTRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015
David Kenneth MacleodCHIEF INVESTMENT OFFICER, SHAREHOLDER
Travis John McshaneTRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019
Rebekah McshaneTRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019
Aimee E CalderonTRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006
Andrew CalderonTRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006
LITTLE LARRY DAVIDVICE PRESIDENT
CAMP CARL JACKSONCHAIRMAN (PRESIDENT 12/1987 - 06/2016); DIRECTOR; PRESIDENT (+1 more)
CAMP JUDITH DOLANDIRECTOR
CAMP WOFFORD BENJAMINCHAIRMAN OF THE BOARD
LITTLE DAVID KIMBERPRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008; PRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, CHAIRMAN, DIRECTOR; VICE PRESIDENT (+1 more)
CAMP CARLPRESIDENT
CAMP ANITA JANEOWNER
LITTLE JULIE ANNTRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008; TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, DIRECTOR
MACLEOD KENNETHCHIEF INVESTMENT OFFICER, SHAREHOLDER
HALL GERALD WILLIAMTRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015
BUCHHOLTZ PATRICIA BURNETTECHIEF COMPLIANCE OFFICER

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