Echo Financial Advisors, LLC
● SEC registered since 2024CRD 325170SEC# 801-130249
Reg. AUM
$24K
Employees
1
Accounts
2
Location
—
Echo Financial Advisors, LLC assets under management
Echo Financial Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $23,973 in regulatory assets under management and employs 1 people.
Echo Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jones Control | Chief Executive Officer & Chief Compliance Officer | Under 5% | 2023 |
| Echo Financial Holdings Inc. Control | Member | Over 75% | 2023 |
| Daniel Jones Control | Member | 25-50% | 2023 |
Frequently asked questions
How much does Echo Financial Advisors, LLC manage?
Echo Financial Advisors, LLC reports $23,973 in regulatory assets under management on its Form ADV.
How many employees does Echo Financial Advisors, LLC have?
Echo Financial Advisors, LLC reports 1 employees.
Does Echo Financial Advisors, LLC disclose fund performance?
Echo Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 330-703-7644 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$24KNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$24Kregulatory AUM
Discretionary $0Non-discretionary $24K