Eckel Financial Advisors
Eckel Financial Advisors (CRD# 110236) is a financial advisory firm headquartered in , . They manage $28,200,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Eckel Financial Advisors
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$742,105
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Eckel Financial Advisors
1
Lee Eckel (CRD# 2671830) is an Investment Advisor Representative working at Eckel Financial Advisors in Carlsbad, CA and has 1 year of experience in the finance industry.
2
Michael Hagerty (CRD# 7418343) is an Investment Advisor Representative working at Eckel Financial Advisors in Carlsbad, CA and has over 3 years of experience in the finance industry.
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