Echo45 Advisors LLC
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 307265
- Registered since
- February 24, 2020
- Website
- www.echo45advisors.com
- 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
FINTRXOverview
Echo45 Advisors LLC is an independent registered investment adviser formed in 2020 that serves individual and family clients. The firm positions itself as a capital allocator and provides a mix of advice and implementation: financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its listed activities. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Echo45 does not identify as an active ESG investor and is not presented as a multistate adviser in the source data.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities21%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2
David Reichert
Chief Compliance OfficerCRD 5967692
Jon Henderson
Founder & Chief Investment OfficerCRD 4196886
Contacts
3 of 5
Genecar Vivo
Senior Client ConciergeCRD 4471799
Cole Matsuura
Financial Advisor, DirectorCRD 7662859
James Sutton
Senior Relationship ManagerCRD 5654862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$178M in ETFs
84%
$150M
14%
$27.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $22.6M | 352,211 | 12.69% |
Location
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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