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Home > Retirement Planners > minnesota > plymouth > ECHO WEALTH MANAGEMENT, LLC
ECHO WEALTH MANAGEMENT, LLC
3033 Campus Drive
Suite N145
Plymouth, Minnesota 55441-2651
Tel: 763-432-7875
About ECHO WEALTH MANAGEMENT, LLC
ECHO WEALTH MANAGEMENT, LLC, formally registered with the SEC as ECHO WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2020. They have over 1 offices throughout the country.
ECHO WEALTH MANAGEMENT, LLC is a Plymouth, Minnesota based Financial Planning firm with nearly $189,960,227 assets under management, offering retirement planning & investment advisory services to 527 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174136 |
| SEC# | 801-117873 |
| Assets Managed by Firm | $189,960,227 |
| No. of Clients | 527 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 527 | $189,960,227 |
| Individuals (other than high net worth individuals) | 43 | $16,950,590 |
| High net worth individuals | 64 | $169,533,140 |
| Pension and profit sharing plans | 2 | $365,974 |
| Corporations or other businesses | 1 | $3,110,523 |
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