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Amy Marie Langell

ECHO45 ADVISORS LLC·WALNUT CREEK, California
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1801 N CALIFORNIA BLVD, WALNUT CREEK, CA 94596CRD# 3253953Firm CRD# 307265
01

About

Amy Marie Langell is a registered financial advisor based in WALNUT CREEK, California, affiliated with ECHO45 ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ECHO45 ADVISORS LLC
ECHO45 ADVISORS LLC
AUM
$168M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ECHO45 ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3253953
Firm CRD# 307265
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Marie Langell offer?
Amy Marie Langell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Amy Marie Langell's credentials?
Amy Marie Langell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Marie Langell located?
Amy Marie Langell is based in WALNUT CREEK, California, working with ECHO45 ADVISORS LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Amy Marie Langell charge for services?
Amy Marie Langell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECHO45 ADVISORS LLC?
ECHO45 ADVISORS LLC has approximately 7 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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