David Ettl Financial

David Ettl Financial (CRD# 158127) is a financial advisory firm headquartered in , . They manage $19,299,172 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $187,371
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at David Ettl Financial
Showing 1 - 1 of 1 top financial advisors.
1
David Ettl, financial advisor Lincoln CA
David J. Ettl
CRD#: 865173
Lincoln, CA

David Ettl (CRD# 865173) is an Investment Advisor Representative working at David Ettl Financial in Lincoln, CA and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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