Echelon Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 333195
- SEC number
- 801-131247
- Firm type
- RIA
- Assets under management
- $265.2M as of Jun 22, 2026
- Website
- www.linkedin.com/company/echelon-group-inc ↗
- Phone
- 208-345-9944
- Address
- 251 E. Front Street, Boise, ID, 83702
Advisors at this firm
5 in our index · page 1 of 1
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Dallas Wade FagenCRD 7275110 · Boise, IDIA RegisteredBrokerDisclosure event(s) on record
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Nolan Lewis KingCRD 7796031 · Boise, IDIA Registered
-
Elizabeth Rose LangleyCRD 6617376 · Boise, IDIA RegisteredBroker
-
Jacob Kyle RamirezCRD 7998311 · Boise, IDIA RegisteredRegistration inactive
-
Donald Lee ReimanCRD 1259131 · Boise, IDIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 333195 ↗
FINRA BrokerCheck record for firm CRD 333195 ↗
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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.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.