Hedge Fund Database

ECHO45 ADVISORS LLC

Adviser information for ECHO45 ADVISORS LLC last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 526 $167.8M
Non-Discretionary 0 $0
Total 526 $167.8M

Clients

Type Number RAUM
Individuals 126 $54.4M
HNW Individuals 61 $113.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $1,491
Other 0 $0
Type Number
No. of Non-RAUM Clients 6
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-118109
SEC ERA File Number 801-118109
SEC CIK Numbers 1908617
SEC CRD Numbers 307265
Legal Entity Identifier None

Principal Office

1801 N CALIFORNIA BLVD
SUITE 101
WALNUT CREEK
CA
United States
Monday - Friday, 7 AM - 5 PM
Tel: 877-432-4645, Fax: None

Websites

www.facebook.com/echo45advisors www.twitter.com/echo45advisors www.echo45advisors.com www.youtube.com/watch?v=qzih8btauea&feature=youtu.be www.instagram.com/echo45_advisors www.linkedin.com/company/echo45advisors

Chief Compliance Officer

AMY LANGELL
OPERATIONS MANAGER
1801 N. CALIFORNIA BLVD
SUITE 101
WALNUT CREEK
CA
United States
Tel: 925.592.4506
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
JON HENDERSON LIVING TRUST Domestic Entity – MANAGING MEMBER 02/2020 > 75%
HENDERSON, JON, E Individual JON HENDERSON LIVING TRUST GRANTOR & TRUSTEE 04/2015 > 75%
LANGELL, AMY, MARIE Individual – CHIEF COMPLIANCE OFFICER 03/2022 < 5%

No. Employees, Historic

10502020202120222023202420253 on 1/22/20203 on 2/10/20203 on 2/24/20203 on 3/2/20203 on 6/1/20203 on 6/12/20203 on 6/19/20203 on 7/15/20204 on 8/4/20204 on 8/4/20204 on 8/4/20204 on 8/7/20207 on 3/9/20217 on 4/13/20217 on 8/10/20216 on 3/21/20226 on 9/23/20227 on 3/16/20238 on 2/23/2024

RAUM, Historic

200M100M02020202120222023202420250 on 1/22/20200 on 2/10/20200 on 2/24/20200 on 3/2/20200 on 6/1/20200 on 6/12/2020102328800 on 6/19/2020102328800 on 7/15/2020102328800 on 8/4/2020102328800 on 8/4/2020102328800 on 8/4/2020102328800 on 8/7/2020120726820 on 3/9/2021120726820 on 4/13/2021120726820 on 8/10/2021163218036 on 3/21/2022163218036 on 9/23/2022145368902 on 3/16/2023167785907 on 2/23/2024

No. Clients, Historic

20010002020202120222023202420250 on 1/22/20200 on 2/10/20200 on 2/24/20200 on 3/2/20200 on 6/1/20200 on 6/12/2020130 on 6/19/2020130 on 7/15/2020130 on 8/4/2020130 on 8/4/2020130 on 8/4/2020130 on 8/7/2020140 on 3/9/2021140 on 4/13/2021140 on 8/10/2021167 on 3/21/2022167 on 9/23/2022180 on 3/16/2023187 on 2/23/2024

Holdings

From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
SPDR DOW JONES INDL AVERAGE UT SER 1 8M 20K –
ADOBE INC COM 244K 440 –
AMAZON COM INC COM 1M 6K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 371K 913 –
ISHARES TR RUS 2000 GRW ETF 3M 10K –
MICROSOFT CORP COM 2M 5K –
EXXON MOBIL CORP COM 222K 2K –
WALMART INC COM 347K 5K –
COSTCO WHSL CORP NEW COM 600K 706 –
ELI LILLY & CO COM 515K 569 –
MERCK & CO INC COM 216K 2K –
PROCTER AND GAMBLE CO COM 236K 1K –
HOME DEPOT INC COM 324K 940 –
JPMORGAN CHASE & CO. COM 394K 2K –
UNITEDHEALTH GROUP INC COM 314K 617 –
INTUIT COM 226K 344 –
APPLE INC COM 2M 9K –
VANGUARD INDEX FDS EXTEND MKT ETF 4M 24K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 7M 44K –
CHUBB LIMITED COM 240K 942 –
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 129K 13K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 7M 151K –
NVIDIA CORPORATION COM 1M 12K –
ALPHABET INC CAP STK CL A 848K 5K –
VANGUARD INDEX FDS SM CP VAL ETF 3M 14K –
THERMO FISHER SCIENTIFIC INC COM 311K 562 –
VANECK ETF TRUST GOLD MINERS ETF 2M 46K –
MASTERCARD INCORPORATED CL A 370K 839 –
VANGUARD INDEX FDS MCAP VL IDXVIP 4M 27K –
VANGUARD BD INDEX FDS SHORT TRM BOND 9M 120K –
ISHARES TR 10-20 YR TRS ETF 3M 30K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 15M 297K –
VISA INC COM CL A 416K 2K –
BROADCOM INC COM 422K 263 –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 8M 132K –
TESLA INC COM 237K 1K –
ISHARES TR 0-5 YR TIPS ETF 11M 106K –
SPDR SER TR BLOOMBERG SHT TE 10M 420K –
META PLATFORMS INC CL A 706K 1K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 4M 59K –
ALPHABET INC CAP STK CL C 352K 2K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 14M 1M –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 8M 41K –
NORTHERN LTS FD TR IV MAIN BUYWRITE 7M 536K –
NORTHERN LTS FD TR IV MAIN INTNL ETF 2M 69K –
BITWISE BITCOIN ETF TR SHS BEN INT 258K 8K –