ECHELON GROUP, INC.

ECHELON GROUP, INC. of BOISE, ID is an SEC-registered investment adviser (CRD 333195). Regulatory assets under management: $265.2M.

Registration

• CRD: 333195
• SEC file number: 801-131247
• Type: Registered investment adviser
• Location: 251 E. FRONT STREET, SUITE 202, BOISE, ID, 83702
• Phone: 208-345-9944
• Latest filing: 2026-06-22
• Regulatory AUM: $265.2M
• Discretionary AUM: $172.8M
• Non-discretionary AUM: $92.4M
• Clients: 5
• Accounts: 247

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333195 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search