Echo45 Advisors LLC
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 307265
- Registered since
- February 24, 2020
- Website
- www.echo45advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.27%
- Individuals32.71%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Echo45 Advisors LLC is an independent, SEC-registered investment adviser (registered in 2020) that serves individual and family clients. Organized as an LLC, the firm functions as a capital allocator and provides fee schedules that include a percentage of AUM, hourly charges, and fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Echo45 does not position itself as an ESG investor and is not a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities21%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2
Jon Henderson
Founder & Chief Investment OfficerCRD 4196886
David Reichert
Chief Compliance OfficerCRD 5967692
Contacts
3 of 5
James Sutton
Senior Relationship ManagerCRD 5654862
Genecar Vivo
DirectorCRD 4471799
Sean O'brien
Financial AdvisorCRD 5012235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$211M in ETFs
84%
$178M
14%
$32.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $24.8M | 351,516 | 11.78% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1802 Tice Valley Blvd
- Time zone
- PT (UTC-8)
- Office locations
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