Sign in
Create a free account
ECIO, INC.
MADISON, WI
608-291-4646
SEC #801-129326Total AUM
$395.6M
Employees
8Clients
116Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
821 E WASHINGTON AVENUE
SUITE 200
MADISON
WI 53703
United States
SUITE 200
MADISON
WI 53703
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
608-291-4646
Other Offices
7
Financials
Total AUM
$395.6M
Accounts
241Discretionary
$395.6M
Accounts
241Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2AUM
$63.8K
HNW Individual Clients
5AUM
$9.5M
Charitable Organization Clients
108AUM
$385.5M
Corporation or Business Clients
1AUM
$580K
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLIAILMONYPATXVAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.