$67.2M Total AUM
$36.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2017
- Office Locations
- 1
Office Locations
-- Menlo Park CA
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.
Team overview
-- AVG AGE
$67.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
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Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD CHO
Chief Compliance Officer, Managing Member
- CRD
- #4919154
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Sovereign Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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