EKO Investments Inc

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Assets, Funds, Holdings

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EKO Investments Inc
CRD #313296
SEC #801-120685
CIK #
AUM $74.9 M (2026-03-31)
Employees 12 (17% Investors, 0% Brokers)
Phone917-744-9432
Address
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
806448321602010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 68,370 74.9
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
Total 68,370 74.9
By Discretionary
Discretionary 53,390 47.9
Non-Discretionary 14,980 27.0
Total 68,370 74.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 74.9
Total 68,370 74.9
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Mollot & Hardy Inc
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Sloan Advisory Group Inc
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Brooks Wayne I
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Stash Wealth LLC
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Lowell Road Asset Management Inc
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