DAVID ETTL FINANCIAL

DAVID ETTL FINANCIAL is an SEC-registered investment adviser (CRD 158127). Regulatory assets under management: $25.3M.

Registration

• CRD: 158127
• Type: Registered investment adviser
• Phone: 530-755-6449
• Latest filing: 2026-03-11
• Regulatory AUM: $25.3M
• Non-discretionary AUM: $25.3M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search