Echelon Group

RIASEC RegisteredEst. 2024

Total AUM

$265M

Discretionary

$173M

65% of AUM

Avg account

$1.1M

Accounts

247

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 333195
Registered since: October 8, 2024
Website: www.echelongroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans78.83%
HNWI11.78%
Individuals8%
Corporations / Businesses0.89%
State / Municipal Government0.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Echelon Group is organized as a corporation and is SEC-registered as of 2024. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its fee schedules include percentage-of-AUM arrangements alongside fixed-fee engagements. Core advisory services reported on public filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars or workshops. The firm identifies as an active ESG investor and maintains industry relationships with a broker-dealer and an insurance company.