ECHELON GROUP

Boise, United States · CRD 333195

SEC-registered investment adviser since 2024 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$265.2m
Main clients (by assets)Pension plans 79%, High net worth individuals 12%, Individuals 8%
Form ADV · 2026-06-22SEC adviser record

Kindinstitutions
Others nearbyBoise, ID

As an employer

Staff (Form ADV)5 · 5 in investment roles
Offices in1 country