Echo45 Advisors LLC
Echo45 Advisors LLC (CRD# 307265) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $167,785,907 in 526 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management168MILLION
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Total Number of Accounts526ACCOUNTS
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Average Account Value$318,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, LA, OR, TX
Jon Henderson (CRD# 4196886) is an Investment Advisor Representative working at Echo45 Advisors LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Nannette Kamien (CRD# 6483466) is an Investment Advisor Representative working at Echo45 Advisors LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry.
James Sutton (CRD# 5654862) is an Investment Advisor Representative working at Echo45 Advisors LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Genecar Vivo (CRD# 4471799) is an Investment Advisor Representative working at Echo45 Advisors LLC in Walnut Creek, CA and has over 18 years of experience in the finance industry.