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Vice President (since 06/2016), Trustee of the Lachman Family Trust Dated 2/26/2004 · Eclectic Associates, Inc.

Carl W. Lachman

CRD 4812617 · Named on Form ADV at one SEC-registered adviser

At a glance

Eclectic Associates, Inc., an SEC-registered wealth manager based in Fullerton, CA with $1.5 billion in regulatory assets, lists Carl W. Lachman on its Form ADV as Vice President (since 06/2016), Trustee of the Lachman Family Trust Dated 2/26/2004, a control person.

Firms and roles

  • Eclectic Associates, Inc.Vice President (since 06/2016), Trustee of the Lachman Family Trust Dated 2/26/2004Wealth manager · Fullerton, CA · $1.5B in regulatory assets

AtlasMembers

Carl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (13)

  • David K. LittlePresident (since 06/2016), Trustee of the David K. Little and Julie A. Little Living Trust UAD 09/16/2008, Chairman, Director, Eclectic Associates, Inc.
  • Carl J. CampDirector, Eclectic Associates, Inc.
  • Julie A. LittleTrustee of the David K. Little and Julie A. Little Living Trust UAD 09/16/2008, Director, Eclectic Associates, Inc.
  • Patricia B. BuchholtzChief Compliance Officer, Eclectic Associates, Inc.
  • Marcia N. LachmanTrustee of the Lachman Family Trust Dated 2/26/2004, Eclectic Associates, Inc.

8 more people named with Carl on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.