FALLBROOK FI

FALLBROOK FI is an SEC-registered investment adviser (CRD 334369). Regulatory assets under management: $786K.

Registration

• CRD: 334369
• Type: Registered investment adviser
• Phone: 559-776-8656
• Latest filing: 2026-01-14
• Regulatory AUM: $786K
• Discretionary AUM: $786K
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334369 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search