Ecio, Inc.
Ecio, Inc. is an SEC-registered ria in Madison, WI with $395.6M assets under management (AUM, regulatory AUM), +71% over one year. See who owns Ecio, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301432, SEC 801-129326, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $395.6M (2026-06-30)
- Firm type
- Ria
- Location
- Madison, WI
- Employees
- 8
- Clients
- 116
- CRD
- 301432
- Ownership
- ROQUITTE, ROBIN, CHORONE; WAARA, PHILLIP, RONALD; Huang, Clark, M; Ivey, Timothy, David; DEAN, COURTNEY, LIEBIG
How much AUM does Ecio, Inc. have?
Ecio, Inc. reported $395.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Ecio, Inc.?
Disclosed owners and executives of Ecio, Inc. include ROQUITTE, ROBIN, CHORONE, WAARA, PHILLIP, RONALD, Huang, Clark, M, Ivey, Timothy, David, DEAN, COURTNEY, LIEBIG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.