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Building 2ECHO WEALTH MANAGEMENT, LLC

Map pinPLYMOUTH, MN
Phone763-432-7875
NotebookSEC #801-117873
Total AUM
$288.2M
Employees
5
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3033 CAMPUS DRIVE
SUITE N145
PLYMOUTH
MN 55441-2651
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
763-432-7875

ReceiptFinancials

Total AUM
$288.2M
Accounts
763
Discretionary
$283.4M
Accounts
744
Non-Discretionary
$4.8M
Accounts
19

ContactClients

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Individual Clients
67
AUM
$20.2M
HNW Individual Clients
77
AUM
$260M
Pension/Profit Sharing Plan Clients
1
AUM
$736.8K
Corporation or Business Clients
1
AUM
$3.9M
Other Clients
1
AUM
$3.4M
Description of Other Clients
IRREVOCABLE TRUSTS

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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