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).

Current Firm Details
1801 N California Blvd, Suite 101, Walnut Creek, CA 94596
https://www.facebook.com/echo45advisors
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $318,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, OR, TX

Financial Advisors at Echo45 Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jon Henderson, financial advisor Walnut Creek CA
Jon E. Henderson
CRD#: 4196886
1801 N California Blvd, Suite 101, Walnut Creek, CA 94596

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.

2
Nannette Kamien, financial advisor Walnut Creek CA
Nannette L. Kamien
CRD#: 6483466
1801 N California Blvd, Suite 101, Walnut Creek, CA 94596

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.

3
James Sutton, financial advisor Walnut Creek CA
James M. Sutton
CRD#: 5654862
1801 N California Blvd, Suite 101, Walnut Creek, CA 94596

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.

4
Genecar Vivo, financial advisor Walnut Creek CA
Genecar Z. Vivo
CRD#: 4471799
1801 N California Blvd, Suite 101, Walnut Creek, CA 94596

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.

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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