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ECOSYSTEM INVESTMENT PARTNERS, LLC

5550 Newbury Street
Suite B
Baltimore, Maryland 21209
Tel: 443-921-9441

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About ECOSYSTEM INVESTMENT PARTNERS, LLC

ECOSYSTEM INVESTMENT PARTNERS, LLC, formally registered with the SEC as ECOSYSTEM INVESTMENT PARTNERS, LLC. The firm was established in 03/12/2013. They have over 2 offices throughout the country.

ECOSYSTEM INVESTMENT PARTNERS, LLC is a Baltimore, Maryland based Financial Planning firm with nearly $985,216,262 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165149
SEC#801-77667
Assets Managed by Firm$985,216,262
No. of Clients7
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$985,216,262

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