| Name | Title | Ownership | Since |
|---|---|---|---|
| Clark M Huang | Member & Chief Technology Officer | 10-25% | 2019 |
| Courtney Liebig Dean Control | Chief Revenue Officer | Under 5% | 2021 |
| Phillip Ronald Waara Control | Chief Operating Officer & Chief Compliance Officer | 5-10% | 2019 |
Ecio, Inc. reports $231.7 million in regulatory assets under management on its Form ADV.
Ecio, Inc. reports 7 employees.
Ecio, Inc. is based in Madison, WI and has been SEC-registered since 2024.
Ecio, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 821 E Washington Avenue, Suite 200, Madison, WI 53703 |
| Phone | 608-291-4646 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $231.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $231.7M |