ECKEL FINANCIAL ADVISORS

ECKEL FINANCIAL ADVISORS of FAIR OAKS, CA is an SEC-registered investment adviser (CRD 334463). Regulatory assets under management: $27.8M.

Registration

• CRD: 334463
• Type: Registered investment adviser
• Location: 8060 SIERRA ST, FAIR OAKS, CA, 95628
• Phone: 510-502-9164
• Latest filing: 2025-12-01
• Regulatory AUM: $27.8M
• Discretionary AUM: $27.8M
• Clients: 2
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search