Ekon Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$220M

Discretionary

$110M

50% of AUM

Avg account

$14.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 281039
Registered since: October 15, 2015
Website: www.ekonbenefits.com
Custodians: MATRIX SECURITIES, INC., THE VANGUARD GROUP, INC., BUSEY WEALTH MANAGEMENT
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans96.14%
State / Municipal Government3.86%
Services: Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ekon Advisors, LLC is a limited liability company functioning as an institutional registered investment adviser. The firm registered with the SEC in 2015 and is owned by an individual. Its client base is institutional, and its disclosed advisory activities emphasize portfolio management for businesses or institutions and pension consulting services — although its snapshot flags that it is not designated as a pension consultant. Ekon’s business activities include acting as an “other financial product” salesperson. The firm charges clients using a mix of percentage-of-AUM fees, fixed fees and other fee arrangements. It does not identify as an active ESG investor and is not organized as a multi-state adviser.