Echo Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 288026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Echo Advisory LLC is a small, individually owned limited liability company that provides financial planning and portfolio management services to individuals and small businesses. The firm charges clients either a percentage of assets under management or fixed fees. It is not identified as a multi-state adviser, pension consultant, capital allocator, or active ESG investor in the provided data. The firm’s SEC registration year and formal industry classification are not specified in the dataset.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Investment Grade Corp Bonds9%
- State & Local Bonds3%
- Sovereign Bonds3%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Edward Cho
PresidentCRD 4919154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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