Downie Financial Group

Downie Financial Group (CRD# 289066) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $25,815,826 in 316 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
26050 Acero, Mission Viejo, CA 92691
https://cliffdownie.com/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $81,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Downie Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Clifford Downie, financial advisor Mission Viejo CA
Clifford A. Downie
CRD#: 4834939
26050 Acero, Mission Viejo, CA 92691

Clifford Downie (CRD# 4834939) is an Investment Advisor Representative working at Downie Financial Group in Mission Viejo, CA and has over 19 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals