Falists
← Back to search

ECHO FINANCIAL ADVISORS, LLC

CRD 325170 · SEC 801-130249

Visit website

OH, United States

Phone

330-703-7644

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$24K

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

Fees

Percentage of AUM; Subscription fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals2$24K

States served

OH

All web addresses on file

Official SEC filing: View on IAPD