DEFINE FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$314,636,290
Discretionary
$314,636,290
Non-discretionary
$0
Firm details
- CRD number
- 286648
- SEC file number
- 801-122024
- Main office
- SAN DIEGO, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.