EKO

Overview

EKO is a corporation registered with the SEC in 2021 that provides portfolio management and client education primarily to individual and family clients. The firm bills on a percentage-of-AUM fee basis and lists portfolio management for individuals and small businesses, publication of periodicals or newsletters, and educational seminars/workshops among its advisory activities. Ownership is held by an individual and the adviser is classified as unclassified in the snapshot data. EKO is not flagged as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives