Echelon Group
Echelon Group is an SEC-registered ria in Boise, ID with $265.2M assets under management (AUM, regulatory AUM), +160% over one year. See who owns Echelon Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333195, SEC 801-131247, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $265.2M (2026-06-22)
- Firm type
- Ria
- Location
- Boise, ID
- Employees
- 5
- Clients
- 115
- CRD
- 333195
- Ownership
- Langley, Elizabeth, Rose; REIMAN, DONALD, LEE
How much AUM does Echelon Group have?
Echelon Group reported $265.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Echelon Group?
Disclosed owners and executives of Echelon Group include Langley, Elizabeth, Rose, REIMAN, DONALD, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.