ECHO FINANCE

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
317145
Registered since
March 31, 2023

Firm profile

FINTRX

Overview

Echo Finance is a small, manager-led investment firm organized as a limited liability company and registered with the SEC in 2023. The firm operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than as a traditional retail advisory practice. Its reported activity centers on forming and operating private pooled funds categorized under an unspecified "Other" asset type, reflecting a focus on bespoke or nonstandard fund structures rather than core public-market advisory services. Echo Finance is not designated as an active ESG investor, a pension consultant, or a multi-state advisory platform; its business model appears oriented toward fund sponsorship and direct fund management rather than aggregated third‑party allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PATRICK MILLER

    CFO, Managing PartnerCRD 6132248

Contacts

3 of 3
  • ERIC HIRSCHBERG

    PartnerCRD 1375246

  • DAVID EKLUND

    Managing PartnerCRD 1058430

  • Donald Eklund

    Senior Legal CounselCRD 8237559

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
1845 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth