Echo Creek Capital, LLC
RIASEC Registered
Total AUM
$22M
Discretionary
$22M
100% of AUM
Avg account
$386K
Accounts
57
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167451
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI63.64%
- Individuals36.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Echo Creek Capital, LLC is an independent registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges a mix of percentage-of-assets fees and performance-based fees. According to its snapshot data, Echo Creek Capital is not a multi-state adviser, does not identify as an active ESG investor, and does not operate as a capital allocator or pension consultant.
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 Equities40%
- Cash & Cash Equivalents30%
- US Government Bonds15%
- Derivatives15%
Contacts
1 of 1Stephen Berube
PresidentCRD 1897357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations