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ECHELON GROUP
ECHELON GROUP, INC.
CRD 333195 · SEC 801-131247
405 WEST MYRTLE STREET, SUITE 100, BOISE, ID, 83702, United States
Phone
208-345-9944
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$265.2M
Discretionary AUM
$172.8M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $21.2M |
| High net worth individuals | 14 | $31.2M |
| Pension/profit sharing plans | 26 | $209.0M |
| State/municipal entities | 1 | $1.3M |
| Corporations/business entities | 3 | $2.4M |
States served
ID, OR, WA
All web addresses on file
Official SEC filing: View on IAPD