Ecio, Inc.
Ecio, Inc. (CRD# 301432) is a financial advisory firm headquartered in Madison, WI. They manage $145,994,847 in 154 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management146MILLION
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Total Number of Accounts154ACCOUNTS
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Average Account Value$948,018
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, WI
Courtney Dean (CRD# 2654895) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 26 years of experience in the finance industry.
Robin Roquitte (CRD# 1685453) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 36 years of experience in the finance industry.
Phillip Waara (CRD# 5794435) is an Investment Advisor Representative working at Ecio, Inc. in Middleton, WI and has over 13 years of experience in the finance industry.
Benjamin Heidemann (CRD# 6191099) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 10 years of experience in the finance industry.