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ECOS WEALTH ADVISORS
ECOS WEALTH ADVISORS LLC
CRD 328271
5900 LORAC SUITE #103, CLARKSTON, MI, 48346, United States
Phone
(248) 942-4842
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$86.9M
Discretionary AUM
$84.1M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $38.1M |
| High net worth individuals | 29 | $46.0M |
| Banking/thrift institutions | 83 | $2.8M |
| Pension/profit sharing plans | 4 | $0 |
All web addresses on file
Official SEC filing: View on IAPD