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 an SEC-registered advisory firm formed in 2015 and organized as a limited liability company with individual ownership. The firm targets institutional clients and lists portfolio management for businesses and institutions among its advisory activities; its public filings also include pension consulting services. The firm’s business activities include serving as an “other financial product” salesperson. Fee arrangements reported include percentage-of-AUM billing, fixed fees and other fee types. Ekon does not identify as an active ESG investor and is not registered as a multi-state adviser.