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Building 2ECHELON GROUP

Map pinBOISE, ID
Phone208-345-9944
NotebookSEC #801-63711
Total AUM
$37.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 ROSE HILL ST.
SUITE 206
BOISE
ID 83705
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
208-345-9944

ReceiptFinancials

Total AUM
$37.2M
Accounts
119
Discretionary
$0
Accounts
0
Non-Discretionary
$37.2M
Accounts
119

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDNV

HandshakeAffiliates

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

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