E
$265.2M Total AUM
$172.8M Disc. AUM
-- 3Y CAGR
5 Employees
115 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-08-2024
- Office Locations
- 1
Office Locations
251 E. Front Street Suite 202 Boise ID
About Echelon Group
Echelon Group is a Boise-based RIA. The firm has been operating for 1 years. Managing $265.2M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
69 AVG AGE
$53.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONALD LEE REIMAN
Owner, Retirement Plan Advisor
- CRD
- #1259131
- Ownership
- 75% or more
Available
Available
Available
E
Elizabeth Rose Langley
Chief Compliance Officer
- CRD
- #6617376
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
Dallas Wade Fagen
--
- CRD
- #7275110
Available
Available
Available
N
Nolan Lewis King
Associate
- CRD
- #7796031
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,756,315 | $738,275 |
| Non-Discretionary | $92,444,552 | $7,111,119 |
| Total | $265,200,867 | $1,073,688 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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