Echo Creek Capital, LLC

Echo Creek Capital, LLC (CRD# 167451) is a financial advisory firm headquartered in , . They manage $22,000,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/stephen-e-berube-7a1b843
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $400,000
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
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 Berube, financial advisor Rockville MD
Stephen E. Berube
CRD#: 1897357
Rockville, MD

Stephen Berube (CRD# 1897357) is an Investment Advisor Representative working at Echo Creek Capital, LLC in Rockville, MD and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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