Echo Advisory LLC
RIAState Registered
Total AUM
$67.2M
Discretionary
$36.6M
55% of AUM
Avg account
$1.2M
Accounts
54
Employees
1
Advisory reps
1
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 California-registered limited liability company that provides financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. The firm is owned by an individual owner and bills clients through a mix of AUM-based fees and fixed fees. Its filings classify its core orientation toward equities, and it does not identify itself as an active ESG investor, a pension consultant, or a multi-state adviser.
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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