Echo45 Advisors LLC

RIASEC Registered
Total AUM
$227M
Discretionary
$223M
98% of AUM
Avg account
$380K
Accounts
599
Employees
8
Advisory reps
7

Firm details

Headquarters
Walnut Creek, California
CRD number
307265
Registered since
February 24, 2020
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.27%
  • Individuals32.71%
  • Corporations / Businesses0.02%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Echo45 Advisors LLC is an independent, SEC-registered investment adviser (registered in 2020) that serves individual and family clients. Organized as an LLC, the firm functions as a capital allocator and provides fee schedules that include a percentage of AUM, hourly charges, and fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Echo45 does not position itself as an ESG investor and is not a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Exchange Traded Equities 21%, Cash & Cash Equivalents 8%71%
  • Public Funds/Mutual Funds71%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents8%

Owners & executives

2 of 2
  • Jon Henderson

    Jon Henderson

    Founder & Chief Investment OfficerCRD 4196886

  • David Reichert

    David Reichert

    Chief Compliance OfficerCRD 5967692

Contacts

3 of 5
  • James Sutton

    James Sutton

    Senior Relationship ManagerCRD 5654862

  • Genecar Vivo

    Genecar Vivo

    DirectorCRD 4471799

  • Sean O'brien

    Sean O'brien

    Financial AdvisorCRD 5012235

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 67

Active vs passive

$211M in ETFs

Passive

84%

$178M

Active

14%

$32.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)VanguardPassiveForeign Large Blend$24.8M351,51611.78%

Location

Primary office

Walnut Creek, CA

Contra Costa

Location

Walnut Creek, CA

Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
1802 Tice Valley Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth