← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/23/2024）
ECLECTIC ASSOCIATES, INC. · 所有者与执行高管（CRD 111041）
机构事实页：ECLECTIC ASSOCIATES, INC. 事实页 → | 官方原文：IAPD firm-summary/111041
Schedule A · 直接所有者（19 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CAMP, CARL, JACKSON | 个人 | DIRECTOR | 是 | NA |
| LITTLE, DAVID, KIMBER | 个人 | PRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, CHAIRMAN, DIR | 是 | C |
| DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008 | 境内实体 | SHAREHOLDER | — | C |
| LITTLE, JULIE, ANN | 个人 | TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, DIRECTOR | 是 | C |
| BUCHHOLTZ, PATRICIA, BURNETTE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| LACHMAN FAMILY TRUST DATED 2/26/2004 | 境内实体 | SHAREHOLDER | — | B |
| LACHMAN, CARL, WESLEY ROGER | 个人 | VICE PRESIDENT (SINCE 06/2016), TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 | 是 | B |
| LACHMAN, MARCIA, NASH | 个人 | TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 | — | B |
| ROJAS, SCOTT, ANDREW | 个人 | VICE PRESIDENT | 是 | B |
| HALL LIVING TRUST 2015 DTD 09/08/2015 | 境内实体 | SHAREHOLDER | — | A |
| HALL, RUSSELL, WILLIAM | 个人 | TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 | — | A |
| Hall, Connie, Shek | 个人 | TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 | — | A |
| MACLEOD, DAVID, KENNETH | 个人 | CHIEF INVESTMENT OFFICER, SHAREHOLDER | 是 | A |
| MCSHANE LIVING TRUST, DATED 07/15/2019 | 境内实体 | SHAREHOLDER | — | A |
| MCSHANE, TRAVIS, JOHN | 个人 | TRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019 | — | A |
| MCSHANE, REBEKAH | 个人 | TRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019 | — | A |
| CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006 | 境内实体 | SHAREHOLDER | — | NA |
| CALDERON, AIMEE, E. | 个人 | TRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006 | — | NA |
| CALDERON, ANDREW | 个人 | TRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006 | — | NA |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
