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EKO
EKO INVESTMENTS INC.
CRD 313296 · SEC 801-120685
VT, United States
Phone
(917)7449432
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.9M
Discretionary AUM
$47.9M
Team
12 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68370 | $74.9M |
States served
VT, AZ, CA, CO, GA, ID, IN, KS, LA, ME, MD, MA, MI, MN, NE, NJ, NM, NY, ND, TN, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD