RIA Intel›Advisers›California›HOLLETT,EDWARD ALAN

HOLLETT,EDWARD ALAN

Advisory

PISMO BEACH, CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CA

#4,838

of 5,480 advisers by AUM

Average account

$86K

across 74 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients74

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

74 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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