ECHELON GROUP, INC.
Doing business as ECHELON GROUP. SEC Form ADV profile.
Total regulatory AUM
$265,200,867
Discretionary
$172,756,315
Non-discretionary
$92,444,552
Firm details
- CRD number
- 333195
- SEC file number
- 801-131247
- Main office
- BOISE, ID, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.