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| Happy Holidays!! thanks for using AUM13F!! |
| Echelon Group Inc
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|---|---|
| CRD # | 333195 |
| SEC # | 801-131247 |
| CIK # | 0001626443, 0000031347 |
| AUM | $102.1 M (2025-07-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 208-345-9944 |
| Address | 405 West Myrtle Street Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 16.8 |
| (b) Individuals (high net worth individuals) | 16 | 28.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 56.7 |
| Total | 174 | 102.1 |
| By Discretionary | ||
| Discretionary | 174 | 102.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 174 | 102.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.1 | |
| Total | 174 | 102.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000031347] | |
| 10-Q | [0000031347] | |
| 3 | [0000031347] | |
| 4 | [0000031347] | |
| 8-K | [0000031347] | |
| SC 13G | [0000031347] | |
| D | [0001626443] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Lovit Andrew M | |
| Echelon Corp | |
| Modi Sohrab | |
| Maxfield Robert R | |
| SEGE Ronald | |
| Finocchio Robert J | |
| Marszewski C. Michael | |
| Jodoin Christopher | |
| Rafael Betsy | |
| Moore Alicia Jayne | |
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