Echelon Group, Inc.
● SEC registered since 2024CRD 333195SEC# 801-131247Boise, ID
Reg. AUM
$265.2M
Employees
5
Accounts
247
Location
Boise, ID
Echelon Group, Inc. assets under management
Echelon Group, Inc. is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2024. It reports $265.2 million in regulatory assets under management and employs 5 people.
Echelon Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Lee Reiman Control | Owner | Over 75% | 2024 |
| Elizabeth Rose Langley Control | Cco | Under 5% | 2024 |
Frequently asked questions
How much does Echelon Group, Inc. manage?
Echelon Group, Inc. reports $265.2 million in regulatory assets under management on its Form ADV.
How many employees does Echelon Group, Inc. have?
Echelon Group, Inc. reports 5 employees.
Where is Echelon Group, Inc. located?
Echelon Group, Inc. is based in Boise, ID and has been SEC-registered since 2024.
Does Echelon Group, Inc. disclose fund performance?
Echelon Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 251 E. Front Street, Suite 202, Boise, ID 83702 |
| Phone | 208-345-9944 |
| Office hours | 8a.m.-12p.m. And 1p.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$265.2M▲ 160%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$265.2Mregulatory AUM
Discretionary $172.8MNon-discretionary $92.4M