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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEAN, COURTNEY, LIEBIG | I | CHIEF REVENUE OFFICER | NA | Control |
| DEAN, COURTNEY, LIEBIG | I | CHIEF REVENUE OFFICER | NA | Control |
| DEAN, COURTNEY, LIEBIG | I | CHIEF REVENUE OFFICER | NA | Control |
| DEAN, COURTNEY, LIEBIG | I | CHIEF REVENUE OFFICER | NA | Control |
| DEAN, COURTNEY, LIEBIG | I | CHIEF REVENUE OFFICER | NA | Control |
| DEAN, COURTNEY, LIEBIG | I | CHIEF REVENUE OFFICER | NA | Control |
| DEAN, COURTNEY, LIEBIG | I | CHIEF REVENUE OFFICER | NA | Control |
| ROQUITTE, ROBIN, CHORONE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| ROQUITTE, ROBIN, CHORONE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| ROQUITTE, ROBIN, CHORONE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| ROQUITTE, ROBIN, CHORONE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| ROQUITTE, ROBIN, CHORONE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| ROQUITTE, ROBIN, CHORONE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| ROQUITTE, ROBIN, CHORONE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| Huang, Clark, M | I | MEMBER & CHIEF TECHNOLOGY OFFICER | B | |
| Huang, Clark, M | I | MEMBER & CHIEF TECHNOLOGY OFFICER | B | |
| Huang, Clark, M | I | MEMBER & CHIEF TECHNOLOGY OFFICER | B | |
| Huang, Clark, M | I | MEMBER & CHIEF TECHNOLOGY OFFICER | B | |
| Huang, Clark, M | I | MEMBER & CHIEF TECHNOLOGY OFFICER | B | |
| Huang, Clark, M | I | MEMBER & CHIEF TECHNOLOGY OFFICER | B | |
| Huang, Clark, M | I | MEMBER & CHIEF TECHNOLOGY OFFICER | B | |
| Ivey, Timothy, David | I | VICE PRESIDENT | A | |
| Ivey, Timothy, David | I | VICE PRESIDENT | A | |
| Ivey, Timothy, David | I | VICE PRESIDENT | A | |
| Ivey, Timothy, David | I | VICE PRESIDENT | A | |
| Ivey, Timothy, David | I | VICE PRESIDENT | A | |
| Ivey, Timothy, David | I | VICE PRESIDENT | A | |
| Ivey, Timothy, David | I | VICE PRESIDENT | A | |
| WAARA, PHILLIP, RONALD | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| WAARA, PHILLIP, RONALD | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| WAARA, PHILLIP, RONALD | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| WAARA, PHILLIP, RONALD | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| WAARA, PHILLIP, RONALD | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| WAARA, PHILLIP, RONALD | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| WAARA, PHILLIP, RONALD | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 15, 2025 REGISTERED
Notice Filings (11)
CA FL IA IL MN MO NC PA SC TX WI
Address
821 E WASHINGTON AVENUESUITE 200
MADISON, WI 53703
United States
Phone: 608-291-4646