ECHELON GROUP, INC.
Legal name: ECHELON GROUP
CRD #119339 SEC #801-63711 BOISE, ID 208-345-9944
SEC Registered
Total AUM
$36.7M
Discretionary
$0
Employees
5
Clients
10
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $43.8M | $0 | $43.8M | 5 | -- |
| Mar 2007 | $36.7M | $0 | $36.7M | 5 | -- |
| Dec 2006 | $42.3M | $0 | $42.3M | 5 | -- |
| Mar 2006 | $42.3M | $0 | $42.3M | 5 | -- |
| Jan 2005 | $27.2M | $0 | $27.2M | 5 | -- |
DateMar 2008
Total AUM$43.8M
Discretionary$0
Non-Disc.$43.8M
Employees5
Clients--
DateMar 2007
Total AUM$36.7M
Discretionary$0
Non-Disc.$36.7M
Employees5
Clients--
DateDec 2006
Total AUM$42.3M
Discretionary$0
Non-Disc.$42.3M
Employees5
Clients--
DateMar 2006
Total AUM$42.3M
Discretionary$0
Non-Disc.$42.3M
Employees5
Clients--
DateJan 2005
Total AUM$27.2M
Discretionary$0
Non-Disc.$27.2M
Employees5
Clients--