This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 02-03-2012
- Office Locations
- 3
Office Locations
About Eckman Wealth Management, LLC
Eckman Wealth Management (Eckman Financial Group) is an independent, fiduciary financial services firm delivering tailored planning and investment guidance for individuals, entrepreneurs, small businesses, and 501(c)(3) nonprofits. The firm supports tax, estate/legacy and charitable planning plus insurance/annuity decisions, using vehicles such as ETFs, mutual funds, fixed income and real estate. Custodied with Charles Schwab.
Team overview
Insights
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
DARYL DAVID ECKMAN
President
- CRD
- #1614453
- Ownership
- 75% or more
Clinton Lee Carpenter
Chief Compliance Officer
- CRD
- #6612456
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
SASHA Harway ANTMAN
--
- CRD
- #6551881
Logan Colwell
--
- CRD
- #8208984
Bridge north
Vector insight atlas
- CRD
- #34469
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,908,668 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,908,668 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $73,908,668
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,578,842,255 | 42.0% |
| U.S. Government/Agency | $767,512,576 | 12.5% |
| Equity - Exchange | $1,449,063,743 | 23.6% |
| Cash | $1,344,682,033 | 21.9% |
| Total | $6,140,100,607 | 100.0% |