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ECHELON GROUP, INC.
ECHELON GROUP, INC.
ECHELON GROUP
BOISE, Idaho
·
2 registered advisors
·
CRD# 333195
SEC# 801-131247
0
208-345-9944
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ECHELON GROUP, INC.
2 registered advisors
Donald Lee Reiman
BOISE, Idaho
CRD# 1259131
Elizabeth Rose Langley
BOISE, Idaho
CRD# 6617376
05
Office Locations
BOISE, Idaho
2 advisors
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Data sourced from SEC Form ADV filings. ECHELON GROUP, INC. (CRD# 333195) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.