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EKON ADVISORS, LLC

4940 Washington Blvd.
St. Louis, Missouri 63108
Tel: 314-367-6327

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About EKON ADVISORS, LLC

EKON ADVISORS, LLC, formally registered with the SEC as EKON ADVISORS, LLC. The firm was established in 10/15/2015. They have over 1 offices throughout the country.

EKON ADVISORS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $206,884,508 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281039
SEC#801-106780
Assets Managed by Firm$206,884,508
No. of Clients15
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (ASSETS UNDER ADVISEMENT)

Advisory Services Provided

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total15$206,884,508
Pension and profit sharing plans14$199,967,358

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