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 organized as an LLC and first registered with the SEC in 2020. The firm focuses on individual and family clients and operates as a capital allocator, deploying client capital both to public pooled vehicles and to third‑party alternative managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Echo45 charges clients by percentage of assets under management and also uses hourly and fixed‑fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
DirectorCRD 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
$196M in ETFs
85%
$166M
14%
$30.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $25M | 350,353 | 12.71% |
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
Similar firms
Capital Management Advisor Group, LLC
RIAWalnut Creek, CA
Jcsd Capital, LLC
RIAWalnut Creek, CA
Pathwise
RIAWalnut Creek, CA
Casilio Leitch Investments
RIAWalnut Creek, CA
Integrity Wealth Partners, LLC
RIAWalnut Creek, CA
Prime Meridian Capital Management, LLC
RIAWalnut Creek, CA