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 registered with the SEC. It serves both individual/family and institutional clients and bills primarily through a percentage-of-AUM model alongside fixed fees. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, and conducts educational seminars and workshops. Echelon Group is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not identify itself as a pension consultant or a capital allocator. The firm maintains industry affiliations with a broker-dealer and an insurance company.