ECHELON GROUP, INC.
Legal name: ECHELON GROUP
CRD #333195 SEC #801-131247 BOISE, ID 208-345-9944
SEC Registered
Total AUM
$102.1M
Discretionary
$102.1M
Employees
6
Clients
0
Accounts
174
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $102.1M | $102.1M | $0 | 6 | 0 |
| Jan 2025 | $102.1M | $102.1M | $0 | 6 | 0 |
| Nov 2024 | $0 | $0 | $0 | 6 | 0 |
| Oct 2024 | $0 | $0 | $0 | 6 | 0 |
| Sep 2024 | $0 | $0 | $0 | 6 | 0 |
DateJul 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0