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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-2023
- Office Locations
- 1
Office Locations
About Ecos Wealth Advisors
Ecos Wealth Advisors is a fiduciary RIA providing financial planning plus wealth, investment, and behavioral finance guidance for families, professionals, business owners, and retirees. The team builds personalized roadmaps and ongoing advice, with portfolio construction and asset allocation primarily using mutual funds and ETFs. Schwab is listed as a custodian, and clients access planning through an online eMoney client center.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TOMMI ELIZABETH HARRIS
Chief Compliance Officer, Managing Member, President, Wealth Management Advisor
- CRD
- #4681997
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Mitchell Patrick DeBrincat
--
- CRD
- #8218240
HUNTER MARC FOUGNER
--
- CRD
- #7838576
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,128,402 | -- |
| Non-Discretionary | $2,799,841 | -- |
| Total | $86,928,243 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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