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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2017
- Office Locations
- 1
Office Locations
About Echo Advisory LLC
Echo Advisory LLC is a Menlo Park-based RIA. The firm has been operating for 9 years. Managing $67.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 54.5% is discretionary and 45.5% is non-discretionary.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Echo Advisory LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWARD CHO
Chief Compliance Officer, Managing Member
- CRD
- #4919154
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,605,887 | -- |
| Non-Discretionary | $30,547,168 | -- |
| Total | $67,153,055 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Echo Advisory LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.