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Echelon Group, Inc.

● SEC registered since 2024CRD 333195SEC# 801-131247Boise, ID
Export (members)
Reg. AUM
$102.1M
Employees
6
Accounts
174
Location
Boise, ID

Echelon Group, Inc. assets under management

Echelon Group, Inc. is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2024. It reports $102.1 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/echelon-group-incView on SEC.gov ↗

Echelon Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Donald Lee Reiman ControlOwnerOver 75%2024
Elizabeth Rose Langley ControlCcoUnder 5%2024

Frequently asked questions

How much does Echelon Group, Inc. manage?

Echelon Group, Inc. reports $102.1 million in regulatory assets under management on its Form ADV.

How many employees does Echelon Group, Inc. have?

Echelon Group, Inc. reports 6 employees.

Where is Echelon Group, Inc. located?

Echelon Group, Inc. is based in Boise, ID and has been SEC-registered since 2024.

Does Echelon Group, Inc. disclose fund performance?

Echelon Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address405 West Myrtle Street, #100, Boise, ID 83702
Phone208-345-9944
Office hours5-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.1M
Non-discretionary$0
Total (RAUM)$102.1M