ECKEL FINANCIAL ADVISORS
Firm details
- Headquarters
- FAIR OAKS, California
- CRD number
- 334463
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.33%
- Individuals13.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eckel Financial Advisors operates as a corporation focusing on portfolio management for individuals and small businesses. The firm caters primarily to individual and family clients, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has established itself as a reliable advisor in the financial services sector, managing a modest portfolio with a clear focus on client relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents23%
- Other4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Michael Hagerty
President, Chief Compliance OfficerCRD 7418343
Contacts
1 of 1LEE ECKEL
Investment Adviser RepresentativeCRD 2671830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIR OAKS, CA
SACRAMENTO
Location
FAIR OAKS, CA
Headquartered in FAIR OAKS, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 8060 Sierra St
- Time zone
- PT (UTC-8)
- Office locations
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