SEC Form ADV

OCCIDENTAL ASSET MANAGEMENT, LLC

Firm profile: Occidental Asset Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$1.1B
Assets Under Management
1,921
Total Clients
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Registration Details

Accession
CRD-168650
Location
BURLINGAME, CA
Filing Date
April 10, 2026
AUM
$1.1B
Total Clients
1,921
Amendment
No

About this Adviser

OCCIDENTAL ASSET MANAGEMENT, LLC is a registered investment adviser headquartered in BURLINGAME, CA, managing approximately $1.1B in assets across 1,921 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.