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).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $948,018
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, TX, WI

Financial Advisors at Ecio, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Courtney L. Dean
CRD#: 2654895
821 E Washington Avenue, Suite 200, Madison, WI 53703

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.

2
Robin C. Roquitte
CRD#: 1685453
821 E Washington Avenue, Suite 200, Madison, WI 53703

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.

3
Phillip R. Waara
CRD#: 5794435
6907 University Ave, Suite 280, Middleton, WI 53562

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.

4
Benjamin S. Heidemann
CRD#: 6191099
821 E Washington Avenue, Suite 200, Madison, WI 53703

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.

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