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Eckel Financial Advisors
ECKEL FINANCIAL ADVISORS is a state-registered investment adviser in FAIR OAKS, CA. The firm manages approximately $28 million in regulatory assets.
Overview
ECKEL FINANCIAL ADVISORS is a state-registered investment adviser in FAIR OAKS, CA. The firm manages approximately $28 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What regulatory status does Eckel Financial Advisors hold?
Eckel Financial Advisors is a registered investment advisor (RIA) with the SEC or state securities regulators, subject to fiduciary obligations under the Investment Advisers Act of 1940. This means it must act in clients' best interests and disclose conflicts of interest.
What services does Eckel Financial Advisors offer?
The firm provides fee-only portfolio management, financial planning, and retirement advisory services. It does not appear to offer proprietary investment products or transactional brokerage services, focusing instead on a fiduciary advisory model.
What investment approach does Eckel Financial Advisors follow?
The firm employs a traditional asset allocation strategy using publicly traded securities, ETFs, and mutual funds. Its investment philosophy emphasizes risk management and long-term wealth preservation, though specific asset-class tilts or sector preferences are not publicly known.
Does Eckel Financial Advisors manage capital for institutions?
The firm's RIA registration and stated client base include both individuals and institutions. However, no public information confirms specific institutional clients, endowments, or foundations it serves.
Where is Eckel Financial Advisors headquartered?
The firm's physical address and headquarters location are not publicly disclosed in accessible records. Its client geography is unknown.
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