Echo Creek Capital, LLC

Echo Creek Capital, LLC (CRD# 167451) is a financial advisory firm headquartered in Bethesda, MD. They manage $9,000,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $163,636
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Echo Creek Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen E. Berube
CRD#: 1897357
4808 Moorland Lane, Suite 109, Bethesda, MD 20814
83
Wealthminder
score

Stephen Berube (CRD# 1897357) is an Investment Advisor Representative working at Echo Creek Capital, LLC in Bethesda, MD and has over 27 years of experience in the finance industry.

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