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Echo45 Advisors LLC

● SEC registered since 2020CRD 307265SEC# 801-118109Walnut Creek, CA
Export (members)
Reg. AUM
$194.9M
Employees
7
Accounts
566
Location
Walnut Creek, CA

Echo45 Advisors LLC assets under management

Echo45 Advisors LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2020. It reports $194.9 million in regulatory assets under management and employs 7 people.

Echo45 Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
David James ReichertChief Compliance OfficerUnder 5%2024
Jon E Henderson ControlFounder And Chief Investment OfficerUnder 5%2020
Jon Henderson Living Trust ControlManaging MemberOver 75%2020
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Frequently asked questions

How much does Echo45 Advisors LLC manage?

Echo45 Advisors LLC reports $194.9 million in regulatory assets under management on its Form ADV.

How many employees does Echo45 Advisors LLC have?

Echo45 Advisors LLC reports 7 employees.

Where is Echo45 Advisors LLC located?

Echo45 Advisors LLC is based in Walnut Creek, CA and has been SEC-registered since 2020.

Does Echo45 Advisors LLC disclose fund performance?

Echo45 Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1802 Tice Valley Blvd, Walnut Creek, CA 94595
Phone877-432-4645
Office hours9 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1908617
Discloses disciplinary historyNo

Assets under management

Discretionary$193.2M
Non-discretionary$1.7M
Total (RAUM)$194.9M