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Building 2ECHELON GROUP

Map pinBOISE, ID
Phone208-345-9944
NotebookSEC #801-131247
Total AUM
$265.2M
Employees
5
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 WEST MYRTLE STREET
SUITE 100
BOISE
ID 83702
United States
Operating Hours
8AM-12PM AND 1PM-5PM
Monday - Friday
Phone
208-345-9944

ReceiptFinancials

Total AUM
$265.2M
Accounts
247
Discretionary
$172.8M
Accounts
234
Non-Discretionary
$92.4M
Accounts
13

ContactClients

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Individual Clients
71
AUM
$21.2M
HNW Individual Clients
14
AUM
$31.2M
Pension/Profit Sharing Plan Clients
26
AUM
$209M
Government Entity Clients
1
AUM
$1.3M
Corporation or Business Clients
3
AUM
$2.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDORWA

HandshakeAffiliates

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

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