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Building 2ECHO45 ADVISORS LLC

Map pinWALNUT CREEK, CA
Phone877-432-4645
NotebookSEC #801-118109
Total AUM
$227.4M
Employees
8
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1802 TICE VALLEY BLVD
WALNUT CREEK
CA 94595
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
877-432-4645

ReceiptFinancials

Total AUM
$227.4M
Accounts
599
Discretionary
$222.9M
Accounts
567
Non-Discretionary
$4.5M
Accounts
32

ContactClients

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Individual Clients
139
AUM
$74.4M
HNW Individual Clients
62
AUM
$153M
Corporation or Business Clients
1
AUM
$46.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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