E
CRD: 334463
Eckel Financial Advisors
Fair Oaks, CA, 95628
5105029164
$27.8M Total AUM
$27.8M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2025
- Office Locations
- 2
Office Locations
8060 Sierra ST Fair Oaks CA
-- Palm Desert CA
About Eckel Financial Advisors
Eckel Financial Advisors is a Fair Oaks-based RIA with 2 offices. The firm has been operating for 1 years. Managing $27.8M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$13.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ridge crest Summit zenith
Investment Vehicles
Optima
Services
Insight Vital Zenith
Owner & Executives
M
Michael James Hagerty
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7418343
- Ownership
- 75% or more
(729) 895-2315
horizon.foundation@focuscapital.com
in linkedin.com/in/harbor-quantum
L
LEE NORMAN ECKEL
DIRECTOR
- CRD
- #2671830
- Ownership
- Less than 5%
(801) 323-1885
timber.vital@peakcapital.com
in linkedin.com/in/bridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,800,000
Equity - Exchange:
12.8% Cash:
6.7% Other:
9.1% Corporate - Investment Grade:
16.1% Corporate - Non-Investment Grade:
16.9% Derivatives:
8.2% Municipal Bonds:
7.9% U.S. Government/Agency:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $55,420,059 | 12.8% |
| Cash | $29,008,937 | 6.7% |
| Other | $39,400,198 | 9.1% |
| Corporate - Investment Grade | $69,708,043 | 16.1% |
| Corporate - Non-Investment Grade | $73,171,797 | 16.9% |
| Derivatives | $35,503,475 | 8.2% |
| Municipal Bonds | $34,204,568 | 7.9% |
| U.S. Government/Agency | $96,552,134 | 22.3% |
| Total | $432,969,211 | 100.0% |