ECHO45 ADVISORS LLC

1801 N California Blvd
Suite 101
Walnut Creek, California 94596
Tel: 877-432-4645

About ECHO45 ADVISORS LLC

ECHO45 ADVISORS LLC, formally registered with the SEC as ECHO45 ADVISORS LLC. The firm was established in 02/24/2020. They have over 1 offices throughout the country.

ECHO45 ADVISORS LLC is a Walnut Creek, California based Financial Planning firm with nearly $167,785,907 assets under management, offering retirement planning & investment advisory services to 526 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307265
SEC#	801-118109
Assets Managed by Firm	$167,785,907
No. of Clients	526
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	526	$167,785,907
Individuals (other than high net worth individuals)	126	$54,404,603
High net worth individuals	61	$113,379,813
Corporations or other businesses	Fewer than 5 clients	$1,491

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