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| Keyboard |
| Echelon Group Inc
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|
|---|---|
| CRD # | 333195 |
| SEC # | 801-131247 |
| CIK # | 0000031347, 0001626443 |
| AUM | 265.2 M (2026-06-22) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 208-345-9944 |
| Address | 251 E Front Street Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 21.2 |
| (b) Individuals (high net worth individuals) | 14 | 31.2 |
| (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 | 26 | 209.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 1.3 |
| (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 | 3 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 265.2 |
| By Discretionary | ||
| Discretionary | 234 | 172.8 |
| Non-Discretionary | 13 | 92.4 |
| Total | 247 | 265.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.2 | |
| Total | 247 | 265.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000031347] | |
| 10-Q | [0000031347] | |
| 3 | [0000031347] | |
| 4 | [0000031347] | |
| 8-K | [0000031347] | |
| SC 13G | [0000031347] | |
| D | [0001626443] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Employee Stock Option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 21,000 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 70,299 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 10,500 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 12,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
|
Echelon Corp ELON
Common Stock
|
2018-09-14 | Disposed to issuer | 25,396 | ||
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 60,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 10,500 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 13,182 | $0.00 | |
|
Echelon Corp ELON
Employee Stock Option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 21,000 | $0.00 | |
|
Echelon Corp ELON
Employee Stock Option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 21,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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