SEC Form ADV

DEFINE FINANCIAL, LLC

Registered Investment AdviserCA
$314.6M
Assets Under Management
588
Total Clients
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Registration Details

Accession
CRD-286648
Location
SAN DIEGO, CA
Filing Date
May 18, 2026
AUM
$314.6M
Total Clients
588
Amendment
No

About this Adviser

DEFINE FINANCIAL, LLC is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $314.6M in assets across 588 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.