E
CRD: 322141
Echo Prudent Capital LLC
Glenview, IL
3125479102
$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-10-2022
- Office Locations
- 1
Office Locations
-- Glenview IL
About Echo Prudent Capital LLC
Echo Prudent Capital LLC is a Glenview-based RIA. The firm has been operating for 4 years. Managing $20.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$20.4M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vertex
Investment Themes
Focus foundation
Investment Vehicles
Legacy
Services
Atlas unison Vertex Delta value Eagle catalyst Legacy Focus bridge
Owner & Executives
W
WALTER JAMES EBNER
Chief Compliance Officer, Manager
- CRD
- #1185177
- Ownership
- 75% or more
(649) 568-5373
timber.eagle@embercapital.com
in linkedin.com/in/alpha-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,432,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,432,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,432,000
Corporate - Investment Grade:
6.4% U.S. Government/Agency:
7.1% Public Funds:
9.0% Cash:
30.5% Equity - Exchange:
19.6% Sovereign Bonds:
16.6% Municipal Bonds:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $263,375,013 | 6.4% |
| U.S. Government/Agency | $292,181,655 | 7.1% |
| Public Funds | $370,371,112 | 9.0% |
| Cash | $1,255,146,547 | 30.5% |
| Equity - Exchange | $806,585,978 | 19.6% |
| Sovereign Bonds | $683,128,940 | 16.6% |
| Municipal Bonds | $444,445,335 | 10.8% |
| Total | $4,115,234,580 | 100.0% |