Investment adviser · CRD 333195
ECHELON GROUP
Investment adviser filing (IA)
ECHELON GROUP, INC.
BOISE, ID, United States · Form ADV filed Jun 22, 2026
- Regulatory AUM
- $265M Form ADV · Item 5.F
- Client accounts
- 247 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 26 | $209,046,476 | 78.8% |
| High-net-worth individuals | 14 | $31,248,024 | 11.8% |
| Individuals | 71 | $21,228,031 | 8.0% |
| Corporations & businesses | Fewer than 5 | $2,370,334 | 0.9% |
| Government entities | Fewer than 5 | $1,308,002 | 0.5% |
Filing source
Form ADV 2114762 · Jun 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
251 E. FRONT STREET, SUITE 202BOISE, ID, 83702, United States
CRD 333195
Filing source
Form ADV 2114762 · Jun 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.