5550 Newbury Street
Suite B
Baltimore, Maryland 21209
Tel: 443-921-9441
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165149 |
| SEC# | 801-77667 |
| Assets Managed by Firm | $985,216,262 |
| No. of Clients | 7 |
| No. of Advisors | 19 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $985,216,262 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,752,267,028,988 | 4696 | 3814 | |
| $193,065,874,997 | 68 | 114 | |
| $108,331,371,643 | 23317 | 657 | |
| $65,095,381,946 | 126 | 101 | |
| $37,701,864,167 | 516 | 254 |
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