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ECHO45 ADVISORS LLC
CRD 307265 · SEC 801-118109
1802 TICE VALLEY BLVD, WALNUT CREEK, CA, 94595, United States
Phone
877-432-4645
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.4M
Discretionary AUM
$222.9M
Team
8 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $74.4M |
| High net worth individuals | 62 | $153.0M |
States served
AZ, CA, LA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD