ECIO, INC.
CRD #301432 SEC #801-129326 MADISON, WI 608-291-4646
SEC Registered
Total AUM
$231.7M
Discretionary
$231.7M
Employees
7
Clients
--
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $231.7M | $231.7M | $0 | 7 | 0 |
| Sep 2024 | $146M | $146M | $0 | 7 | 0 |
| May 2024 | $146M | $146M | $0 | 6 | 0 |
| Mar 2024 | $146M | $146M | $0 | 7 | 0 |
| Mar 2024 | $146M | $146M | $0 | 7 | 0 |
| Feb 2024 | $131.1M | $131.1M | $0 | 7 | 0 |
| Dec 2023 | $131.1M | $131.1M | $0 | 9 | 0 |
DateMar 2025
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees9
Clients0