Ecio, Inc.

CRD 301432 · Madison, WI · $395.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 301432
SEC number: 801-129326
Firm type: RIA
Assets under management: $395.6M as of Jun 30, 2026
Website: www.linkedin.com/company/getecio ↗
Phone: 608-291-4646
Address: 821 E Washington Avenue, Madison, WI, 53703

Advisors at this firm

5 in our index · page 1 of 1

Aditya Sanjiv BhaveCRD 8239895 · Denver, CO

IA Registered
Courtney Liebig DeanCRD 2654895 · Madison, WI

IA RegisteredRegistration inactive
Robin Chorone RoquitteCRD 1685453 · Madison, WI

IA Registered
Erica Lynn ReillyCRD 5133367 · Madison, WI

IA RegisteredRegistration inactive
Phillip Ronald WaaraCRD 5794435 · Madison, WI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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