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ECIO, INC.
CRD 301432 · SEC 801-129326
821 E WASHINGTON AVENUE, SUITE 200, MADISON, WI, 53703, United States
Phone
608-291-4646
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$395.6M
Discretionary AUM
$395.6M
Team
8 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $64K |
| High net worth individuals | 5 | $9.5M |
| Charitable organizations | 108 | $385.5M |
| Corporations/business entities | 1 | $580K |
States served
CA, CO, IL, IA, NY, PA, VA, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD