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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Zenith capitalMeridian delta
- Established Date
- 01-17-2023
- Office Locations
- 1
Office Locations
About Echo Financial LLC
ECHO Financial LLC provides financial planning and asset management for entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth clients. The firm emphasizes portfolio construction and risk management, retirement and estate strategy, and ongoing reviews to keep plans aligned. It can use third-party management and commonly implements portfolios with ETFs and mutual funds, with custody via Schwab and Fidelity.
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Owner & Executives
ECHO WREATHA PELSTER
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6236838
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,398,801,653 | 30.7% |
| Equity - Exchange | $5,414,884,512 | 69.3% |
| Total | $7,813,686,165 | 100.0% |