$24.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2024
- Office Locations
- 1
Office Locations
-- Akron OH
About Echo Financial Advisors, LLC
Echo Financial Advisors, LLC is a Akron-based RIA. The firm has been operating for 1 years. Managing $24.0K in total assets under management, with 1 advisory representatives.
Team overview
33 AVG AGE
$24.0K AVG AUM / ADVISOR
$6.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
D
DANIEL JONES
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6011915
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,973 | $11,987 |
| Total | $23,973 | $11,987 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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