Ecio, Inc.
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 301432
- Registered since
- January 16, 2024
- Website
- www.getecio.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations97.44%
- HNWI2.4%
- Corporations / Businesses0.15%
- Individuals0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ecio, Inc. is an institutional registered investment adviser organized as a corporation and operating as a capital allocator for both private clients and institutions. The firm is SEC-registered (2024) and owned by an individual proprietor. It charges fees based on a percentage of assets under management and fixed fees, and its advisory services include portfolio management for individuals, small businesses, and institutions, as well as selection of other advisers and educational seminars or workshops. Ecio is not identified as an active ESG investor and is not flagged as a multi-state adviser in the snapshot data.
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
- Exchange Traded Equities51%
- US Government Bonds22%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 4
Phillip Waara
COO & Co-FounderCRD 5794435
Robin Roquitte
CEOCRD 1685453
Courtney Dean
Chief Revenue OfficerCRD 2654895
Contacts
3 of 3
Erica Reilly
Client Service AssociateCRD 5133367
Ivey Tim
Vice PresidentCRD 7114250
Aditya Bhave
Investment AdvisorCRD 8239895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$522M in ETFs
91%
$474M
4%
$48M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $43.9M | 443,674 | 8.41% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 821 E Washington Ave
- Time zone
- CT (UTC-6)
- Office locations
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