ECHO45 ADVISORS LLC

WALNUT CREEK, California·3 registered advisors·CRD# 307265

SEC# 801-1181090877-432-4645

01

Firm Overview

AUM

$168M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ECHO45 ADVISORS LLC

3 registered advisors

Amy Marie Langell

WALNUT CREEK, California

Jon E Henderson

WALNUT CREEK, California

Kevin Kenyatta Cheeks

WALNUT CREEK, California

05

Office Locations

WALNUT CREEK, California

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Data sourced from SEC Form ADV filings. ECHO45 ADVISORS LLC (CRD# 307265) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.