PPrivate Fund Data Log in Join · $37/mo

Echo Financial Advisors, LLC

● SEC registered since 2024CRD 325170SEC# 801-130249
Export (members)
Reg. AUM
Employees
1
Accounts
Location

Echo Financial Advisors, LLC assets under management

Echo Financial Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It employs 1 people.

Echo Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Jones ControlChief Executive Officer & Chief Compliance OfficerUnder 5%2023
Echo Financial Holdings Inc. ControlMemberOver 75%2023
Daniel Jones ControlMember25-50%2023

Frequently asked questions

How many employees does Echo Financial Advisors, LLC have?

Echo Financial Advisors, LLC reports 1 employees.

Does Echo Financial Advisors, LLC disclose fund performance?

Echo Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone330-703-7644
FaxN/A
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo